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Samsung, SK Hynix step up China investments to combat global AI memory shortage

Samsung Electronics and SK hynix increased China fab investments by over 50% last year to boost memory supply amid AI-driven market tightening, Goldman Sachs reports a 4.9% DRAM shortfall.

Summary by South China Morning Post
Despite the renewed investments, the trend may be difficult to sustain as China remains under US export controls, say analysts.

2 Articles

The Korea TimesThe Korea Times
Lean Left

Korean chip giants step up China investments to combat AI memory shortage

HONG KONG — Samsung Electronics and SK hynix are stepping up investments in their wafer fabs in China, racing to boost supply amid high market dema...

·Korea (the Republic of)
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South China Morning PostSouth China Morning Post
Center

Samsung, SK Hynix step up China investments to combat global AI memory shortage

Despite the renewed investments, the trend may be difficult to sustain as China remains under US export controls, say analysts.

·Hong Kong
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South China Morning Post broke the news in Hong Kong on Sunday, March 29, 2026.
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