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OpenBusiness & Startups· Tier C · not scored· not scored

Ray Wong predicts significant new DRAM wafer capacity will come online in 2026 and throughout 2027.

On Odd Lots · unverified speaker · Odd Lots · Feb 16, 2026

“supplier. Additionally, the wafer should have lot more coming online by the '26 and for, you know, throughout 2027. Right? So I think those are two variables that you want to factor in”

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disputable

Memory makers (Samsung, SK Hynix, Micron) bring new DRAM fab capacity online in 2026-2027 as announced.

Target: Dec 31, 2027Dispute this

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