8legs: Yongin, south korea

#1 out of 1

SK hynix RAM factory investments are astronomical in size but it won't help the current crisis.

SK hynix plans to invest roughly 600 trillion won ($500+ billion) to build four new memory fabs, with the first slated for completion by 2027.
The investment targets four new RAM fabs as part of a Yongin Semiconductor Cluster to boost memory capacity for AI data centers.
Analysts say AI server demand is driving RAM investments even as total memory pricing remains volatile.
Micron reportedly exits the consumer memory market to focus on AI data centers.
Industry officials warn the dramatic investments may not resolve the ongoing memory supply crunch.
The first fab is expected to begin construction soon and finish by 2027, per Seoul Economic Daily.
The report ties the surge in investment to AI data-center RAM orders rather than consumer RAM demand.
The coverage emphasizes AI-driven demand as a key driver behind RAM fab expansion.
The article frames the investment as a gamble given uncertain future AI memory requirements.

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