Samsung and SK Hynix pledge $518B for new memory fabs to head off 'RAMageddon'

South Korean tech giants commit over $550B to ease ‘RAMageddon’

South Korea unveiled a national investment plan on Monday: Samsung and SK Hynix will put $518B into four new memory fabs in the southwest, plus $5.2B for an HBM packaging hub in the central region. SK, GS, and Naver will add another $356B for AI data centers through 2035. The total package exceeds $550B, aiming to turn the country into an AI infrastructure powerhouse. The article doesn't disclose specific capacity figures or timelines—I'd discount the near-term impact, as investments of this scale typically play out over a decade or more.

Why it matters: Samsung and SK Hynix jointly committing $550B to new memory fabs and an HBM packaging hub is a direct supply-side answer to AI's memory hunger. The numbers are big and the players are top-tier — clear signal for anyone tracking AI infra. Held at 78 because the post doesn't dis...