Latest updates from Korea's memory industry.
While DRAM continues to experience strong price hikes driven by AI demand, NAND flash is facing increasing downward price pressure in consumer products due to slow recovery in PC and smartphone demand alongside rising production from Chinese suppliers. Meanwhile, enterprise SSDs (eSSD) for AI servers remain exceptionally strong.
Read Original →Driven by surging AI demand, the global DRAM module market grew 59% to $21.2B. While production is expanding, tight supply and strong demand are projected to persist until 2028.
Read Original →SK hynix is in preliminary discussions with Intel regarding U.S. memory chip manufacturing, potentially utilizing Intel’s Ohio facilities or pursuing joint ventures. Though still in early stages, this strategic initiative could strengthen local supply chain resilience and expand advanced memory production capabilities in the U.S. market.
Read Original →SK hynix has officially broken ground on its new $4 billion advanced packaging and R&D facility for AI memory in West Lafayette, Indiana. Set to begin mass production of next-generation HBM by late 2029, the plant will process wafers delivered from Korea. This strategic hub aims to stabilize the U.S. semiconductor supply chain and foster localized AI infrastructure through close partnerships with Purdue University.
Read Original →Recent industry analysis reveals that the value of 1kg of Korean DRAM now matches approximately 620g of gold. Driven by surging demand for AI and advanced applications, memory supply shortages are expected to intensify, signaling a sustained market upturn.
Read Original →Even with expanded facility investments, it takes 3 to 5 years to reach actual production, suggesting that the memory supercycle could potentially extend through 2030 due to sustained supply-demand tightness.
Read Original →Samsung Electronics reported its strongest quarterly performance ever, driven by soaring global demand for AI memory, HBM, and advanced semiconductor solutions. This record-breaking achievement highlights Korea's continued leadership in next-generation memory technologies and long-term supply stability.
Read Original →SK hynix reported its strongest quarterly performance ever, achieving record revenue and operating profit on the back of robust AI memory and HBM demand. The record performance highlights Korea's continued leadership in advanced memory technologies and the growing global demand for next-generation memory solutions.
Read Original →Samsung Electronics and SK hynix are expanding domestic semiconductor investments to strengthen Korea's memory ecosystem and support future demand for AI, data centers, and industrial applications. The initiative is expected to reinforce manufacturing capacity, improve long-term supply stability, and further enhance Korea's global leadership in advanced DRAM and NAND technologies.
Read Original →Leading Korean memory manufacturers are strengthening partnerships with specialized CXL controller companies to accelerate next-generation memory solutions while focusing on core DRAM and NAND technologies.
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