Samsung and SK Hynix plan $590B chip expansion as AI demand drives memory prices sky-high

三星和SK海力士计划投资5900亿美元扩产芯片，AI需求推高内存价格

Samsung and SK Hynix, backed by the South Korean government, will invest $590B in four new fabs, a packaging center, and next-gen chip R&D. Together they control ~80% of the HBM market. Jefferies sees memory prices jumping 40–50% in Q3 2026, another 30–40% in Q4, and 40–45% in 2027, with no relief until 2028. Apple has already raised Mac prices in response.

Why it matters: The $590B expansion plan plus Jefferies' detailed pricing forecast sends a direct cost signal to AI practitioners. Score isn't higher because this is upstream supply chain news, not a model or product breakthrough, and the post doesn't elaborate on Apple's order adjustments.