This composite photograph reveals the logos of Samsung Electronics and SK hynix / Yonhap
Korean chipmakers are ramping up reminiscence manufacturing to fulfill surging demand from synthetic intelligence (AI) servers, business analysts stated Sunday, as competitors intensifies throughout the worldwide semiconductor business.
Manufacturing capability is more and more seen as a key determinant of competitiveness, with AI-related demand anticipated to proceed rising sharply within the coming years.
Samsung Electronics has progressively elevated utilization charges at its home dynamic random entry reminiscence, or DRAM, and NAND flash manufacturing strains whereas increasing output of high-end merchandise, comparable to excessive bandwidth reminiscence (HBM).
In November, the Korean tech large determined to renew development of the framework for its Line 5 chip manufacturing facility at its Pyeongtaek advanced, the corporate’s predominant semiconductor manufacturing hub, Gyeonggi Province. The Line 5 facility is scheduled to start industrial operations in 2028, strengthening Samsung’s skill to fulfill rising demand for superior reminiscence chips.
SK hynix can also be making ready to start out operations at its new M15X fabrication plant in Cheongju, North Chungcheong Province. The power will deal with DRAM and different AI-oriented reminiscence merchandise.
The corporate is working to finish development of the primary fabrication plant on the Yongin semiconductor cluster forward of its unique 2027 schedule, a facility comparable in scale to 6 M15X fabs, in accordance with business officers.
The worldwide DRAM market is projected to achieve $170 billion by 2026, up from $100 billion in 2024, in accordance with Omdia.
