News

格隆汇 June 30｜According to Yicai, analysts believe that the expansion plans of the two major Korean memory manufacturers are mainly aimed at server DRAM (Dynamic Random Access Memory) and HBM (High Bandwidth Memory) products. Whether this will affect the competitive landscape in the storage sector depends on the capacity expansion plans released by other manufacturers in the future. TrendForce analyst Xu Jiayuan stated that mass production in the new factories will mostly begin between the second half of 2027 and 2028. Until then, the supply shortage of DRAM will remain difficult to reverse. Regarding whether the latest expansion plans by Korean firms will impact storage competition, he noted that AI-driven demand is growing strongly, and all suppliers are expected to gradually launch capacity expansion plans. Ultimately, each supplier’s market share will depend on the degree to which expansion plans are implemented and their customer composition. "Samsung Electronics and SK Hynix's expansion plans from 2026 to 2030 focus on securing long-term orders from major cloud companies, thereby increasing their market share in high-margin server DRAM and HBM."

According to ChainCatcher, citing data from Coinglass, if Ethereum falls below $1,508, the cumulative liquidation intensity of long positions on major CEXs will reach $627 million. Conversely, if Ethereum breaks above $1,664, the cumulative liquidation intensity of short positions on major CEXs will reach $603 million.

DBS Group Senior Economist Chua Han Teng stated that as tensions between the US and Iran ease, Singapore's GDP growth outlook for the second half of the year is optimistic. The country's economy will benefit from improvements in financial markets, corporate and consumer confidence, and there is room for growth in the global AI-driven technology cycle. Major hyperscale cloud service providers' investments in AI infrastructure will drive demand in Singapore for storage chips, server-related products, and semiconductor equipment. DBS Group has raised Singapore's GDP growth forecasts for 2026 and 2027 to 4.3% and 3.0%, respectively.