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Samsung, SK Hynix invest KRW110 trillion as memory supply boost slips to 2028

What happened

Samsung Electronics and SK Hynix are undertaking their largest-ever equipment investments in 2026, with the investment amount stated as KRW110 trillion in the title, but the memory supply increase is not expected to materialize until 2028. By then, new South Korean plants and expanded capacity at China's ChangXin Memory Technologies (CXMT) are expected to come online simultaneously, potentially triggering price competition in commodity DRAM. The source does not state the cause of the delay in the supply increase.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

memorycommodity DRAM

Samsung Electronics SK HynixChangXin Memory Technologies (CXMT)

equipment investmentcapacity expansionmemory supplyDRAMprice competition

Source and time

Source: DigiTimes Asia · 10/28/2026 · View original source

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Samsung, SK Hynix invest KRW110 trillion as memory supply boost slips to 2028

What happened

Impact and signal

Affected components and suppliers

Source and time

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