The primary article says the investment will aim to double South Korea's memory production capacity within five years by building four new memory fabs and an HBM packaging hub, and the government will fast-track approvals to shorten multi-year build timelines. However, it also notes most new capacity will not arrive until well into the next decade because fabs take years to build and ramp, and the memory industry has volatile boom-and-bust cycles. Therefore availability and pricing for consumer GPUs and high-performance PCs are unlikely to materially improve within the next five years, with an
South Korea announces $518 billion semiconductor investment with Samsung and SK hynix for new memory fabs… Long story short, in the AI era of LLMs, agents, inference, and cloud-based computing, the demand for high-bandwidth memory HBM chips has reached a point where supply would take years to catch up. …
… Read more : Future of next-gen HBM: HBM4, HBM5, HBM6, HBM7, and HBM8 teased with 15,000W AI GPUs by 2038 Read more : SK hynix, Samsung, and Micron fighting for NVIDIA supply contracts for new 16-Hi HBM4 orders Read more : SK hynix to boost DRAM production by a huge 8x in 2026, still won't be enough… …
… Read more : Samsung delays bleeding-edge 1.4nm node, puts its semiconductor eggs into its 2nm process Read more : Samsung to make 2nm Tesla AI6 chips at a loss, considers the order a 'blessing in disguise' Read more : Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC… …
TL;DR: Samsung's 2026 profits are projected to exceed its total earnings from the past 40 years, driven by soaring demand for AI memory chips and semiconductor dominance. …
… Similar News Stories NVIDIA CEO met with Samsung in 2018 to propose jointly-developed HBM, foundry switch from TSMC NVIDIA CEO enjoys some fried chicken, beer with Samsung and Hyundai executives in South Korea Samsung confident its semiconductor business turnaround happens in 2026: starts with HBM4… …
… Read more : SK hynix to boost DRAM production by a huge 8x in 2026, still won't be enough for RAM shortages Read more : SK hynix, Samsung, and Micron fighting for NVIDIA supply contracts for new 16-Hi HBM4 orders Read more : SK hynix and Samsung team up to standardize LPDDR6-Processing In Memory PI… …
… Read more : Samsung officially ships HBM4 ready for NVIDIA's next-gen Rubin AI chips Read more : SK hynix showcases world's first HBM4: 16-Hi stacks, 2TB/sec memory bandwidth, TSMC logic die The chip is built on Samsung's sixth-generation 10nm-class 1c DRAM process with a 4nm logic base die from Sa… …
… With Qualcomm and MediaTek supplying custom chips and Luxshare manufacturing, shipments could reach 30 million units by 2028. …
… Continue reading: For the first time, AMD has overtaken Intel in data center revenue for Q1 full post Intel is reportedly making chips for Apple again in a preliminary deal that reunites two old partners Hassam Nasir | May 9, 2026 7:06 PM CDT The Wall Street Journal reports that Apple and Intel hav… …
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