Sample Insight
A sample of Lynson Advisory's expert-driven insights, combining primary interviews, industry data, and strategic implications.
Memory supply will remain structurally tight through 2026–2027, with normalization only expected around 2028
EUV tool constraints — not fab capacity — are the primary bottleneck in scaling advanced DRAM
A large portion of global capacity cannot produce HBM / DDR5, reinforcing high-end supply shortages
Pricing dynamics have shifted, with suppliers regaining pricing power
"2026 and 2027, supply cannot meet demand… even into 2028 it only starts to normalise."
— Former Senior Executive, SK hynix (25+ years experience)
"EUV tool lead time is more than two years… capacity expansion cannot catch up quickly."
— Former Senior Executive, SK hynix (25+ years experience)
"Prices are going up every quarter under current market conditions."
— Former Senior Executive, SK hynix (25+ years experience)
Memory supply-demand imbalance is expected to persist for multiple years due to structural constraints in advanced node scaling and AI-driven demand.
EUV tool availability and increasing process complexity are limiting the ability of manufacturers to scale high-end DRAM production.
A significant portion of global DRAM capacity is unable to transition to advanced nodes, restricting supply of HBM and DDR5.
This creates a structurally different cycle compared to previous memory downturns.
Longer cycle duration — Extended period of supply constraints
Stronger pricing resilience — Suppliers maintain pricing power
Supply constrained by technology, not just capital — Structural limitations
Lynson Advisory delivers expert-backed, decision-ready insights across Korea and China markets.
Primary interviews with industry experts
Cross-border intelligence (Korea and China)
Local-language interview execution
Structured, consulting-style output
Connect with our team to discuss how we can support your investment or strategic decisions.