Samsung & SK Hynix Go Into Hyperdrive With A Massive Fab Expansion Plan In Korea Worth Over $800 Billion

Samsung and SK hynix to Expand Semiconductor Capacity with $870 Billion Plan

South Korean giants Samsung and SK hynix have announced plans to invest about 1,350 trillion won, roughly $870 billion at the time of writing, into expanding semiconductor manufacturing capacity and data centers over the next ten years. This ten-year plan includes memory, storage, and logic, which both companies produce. For SK hynix, this investment will cover DRAM and NAND Flash, while for Samsung, it will cover DRAM, NAND Flash, as well as lo…

Burry Warns South Korea Semiconductor Boom May Be Bubble

Michael Burry, the legendary Wall Street hedge fund investor who became the real-life model for the movie ‘The Big Short’. Having accurately predicted the 2008 United States subprime mortgage crisis and the global financial crisis to become the real-life model for the movie ‘The Big Short’, the legendary Wall Street hedge fund investor Michael Burry has once again thrown a massive warning at the global capital markets. The epicenter of this rece…

Samsung & SK Hynix Go Into Hyperdrive With A Massive Fab Expansion Plan In Korea Worth Over $800 billion

Samsung & SK Hynix have announced a multi-billion-dollar expansion plan for AI and chip manufacturing in Korea. Korea's Largest Tech Firms, Samsung & SK Hynix, Pour In Over 1.3 Trillion Won For Major Expansion Plans In a bid to aggressively compete with rivals such as TSMC and Intel, Korea's major semiconductor firms, Samsung Electronics and SK Hynix, have pledged 1,350 Trillion Won towards the expansion of semiconductor manufacturing, AI Data C…

South Korea's $590 Billion Chip Gamble: Can Samsung and SK Hynix Outrun AI Demand?

SEOUL — President Lee Jae Myung stood at the Blue House on a Monday in late June. Flanked by Samsung Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won, he laid out an audacious plan. South Korea would pour hundreds of billions into new semiconductor facilities. The goal? Double DRAM production capacity in five years. End the crippling shortage known as RAMageddon. The numbers stun. Samsung Electronics and SK Hynix pledged roughly $590 bil…

Logon Opalesque Alternative Market Briefing

Michael Burry has reportedly taken bearish positions against semiconductor stocks while expressing a constructive outlook on South Korea. The move reflects his view that chip valuations have become stretched despite continued enthusiasm for AI.... Article link