--- title: "Four pressures overlap: new production capacity coming online at the end of 2027, delayed data… — Shawn Kim — DecisionGateway" description: "statement by Shawn Kim, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1da7e-8246-7edc-bbae-ef05867e994c" meta: "og:description": "statement by Shawn Kim, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "Four pressures overlap: new production capacity coming online at the end of 2027, delayed data… — Shawn Kim — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) statement # **Four pressures overlap: new production capacity coming online at the end of 2027, delayed data center construction, shrinking HBM premium, and NAND spot prices plunging about 20% in two weeks.** A statement by [**Shawn Kim**](https://dgw.tmarket.io/actors/01a1da7e-81c1-76fd-af25-51dc9b10b339). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *2027년 말 신규 생산능력 가동, 데이터센터 건설 지연, HBM 프리미엄 축소, NAND 현물가격의 2주간 약 20% 급락 등 4가지 압력이 겹치면서* hanachinaPublished 2026-11-10 [ Read source](https://t.me/hanachina/71883) [**Shawn Kim dossier **](https://dgw.tmarket.io/actors/01a1da7e-81c1-76fd-af25-51dc9b10b339) ## **Discussion** ## **Related claims** [**For 2027, the report recommends an approach focused on data centers and semiconductors, momentum that can be verified in substance and felt in immediate earnings.**현대차증권 건설/유틸리티 신동현 · prediction](https://dgw.tmarket.io/claims/01a1d93f-e9e5-7bc9-8c00-be731c8a0026) [**Combined Server DRAM and HBM bit supply will grow at a 46% compound annual rate from 2024 to 2027, and its share of total DRAM supply will rise to 65% by the end of 2027.**대만공상시보 · prediction](https://dgw.tmarket.io/claims/01a1da7c-0416-79cb-9f48-b4640bc8bfed) [**If actual policy direction focuses on cost sharing rather than banning data center construction, the semiconductor decline is excessive.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71d-c54e-741e-a366-0a0ddff647d6) [**TrendForce forecasts that 2027 Server CPU shipments will grow more than 30% year over year, while Server DRAM bit supply growth will be only about 25%, and that even including SOCAMM supply the supply-demand gap will be hard to close.**TrendForce · prediction](https://dgw.tmarket.io/claims/01a1da7c-03bd-7234-b317-c0bc273ad803) [**The real risk is likely to be concentrated in cost increases and schedule delays rather than construction halts, and the consensus for Big Tech's 2027 CapEx growth rate remains at +28%.**FICC리서치부 전략/시황: 이경민 · prediction](https://dgw.tmarket.io/claims/01a1d714-862f-7592-9409-6ed5d7beb63c) [**While data center demand remains solid, supply delays in the US can be an opportunity outside the US.**하나증권 · prediction](https://dgw.tmarket.io/claims/01a1ceb9-c8c5-7826-8c5e-e2a81019d555) ## **More claims by Shawn Kim** [**Long-term DRAM operating margin assumptions for the two companies were sharply lowered to historical average levels.**statement](https://dgw.tmarket.io/claims/01a1da7e-8256-7c00-873a-f19fd1a80e52) [**The industry will face an 'earnings cliff' in 2028.**prediction](https://dgw.tmarket.io/claims/01a1da7e-8237-7dc2-a4a6-14ac807e00ad) [**Samsung Electronics' target price was cut by 19%.**statement](https://dgw.tmarket.io/claims/01a1da7e-8227-7b6c-9353-6ece0b4d0cbc) [**SK hynix's target price was cut by 38%.**statement](https://dgw.tmarket.io/claims/01a1da7e-8216-717f-8975-0b68a18d1042) [**Shawn Kim downgraded target prices across memory stocks.**statement](https://dgw.tmarket.io/claims/01a1da7e-8205-7c9c-a275-ec3f4086e1fa) [All claims by Shawn Kim](https://dgw.tmarket.io/claims?claimant_id=01a1da7e-81c1-76fd-af25-51dc9b10b339) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,500+ Telegram channels — every claim cited. 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