Global memory supply may meet only 60 percent of demand through 2027, as capacity additions focus on AI server high-bandwidth memory and lag fast-rising demand. New production lines are largely expected to come on stream in 2027 or 2028. Analysts see limited near-term output gains and rising price pressure, with DRAM and NAND contract prices forecast to jump in 2026. Higher memory costs are increasingly reflected in device manufacturing costs and broader pricing pressure.

Woori Financial Group held an April council meeting on financing for advanced strategic industries, chaired by Chairman Lim Jong-ryong (임종룡), to review first-quarter results and second-quarter tasks for its 80 trillion won Future Shared Growth Project. Participants agreed to speed up productive finance amid rising external uncertainty. The group also outlined inclusive finance measures, including loan rate caps and interest relief, and plans to complete a groupwide platform in May.