China's semiconductor production capacity, this is how the share will change by 2028
Everyone is expanding factories, but China is expanding faster. Share of total major companies based on 12-inch equivalent monthly wafers.

DRAM

Samsung Electronics
2025 38%
2028 32%
SK Hynix
2025 29%
2028 27%
CXMT+4%p
2025 14%
2028 18%

NAND

Samsung Electronics
2025 31%
2028 29%
SK Hynix/Solidigm
2025 18%
2028 17%
YMTC+5%p
2025 11%
2028 16%
20252028 (Forecast)
Source: Sejong Policy Brief No.2026-25 (Compiled from SemiAnalysis, TrendForce, Hana Securities, and Reuters). 2028 figures may vary depending on actual utilization rates and investment execution.