In detail
- Samsung and SK Hynix commit $585 billion to new DRAM fabrication plants in southwestern South Korea and the Seoul region; goal is to double DRAM production within five years.
- Hyundai plans mass production of Boston Dynamics humanoid robots for factory work starting 2028.
- President Lee Jae Myung frames semiconductors, physical AI, and data centers as the "triple axis" for economic leap forward.
- SK Hynix chairman warns that new fab clusters may take nine years to reach full production capacity.
Why it matters
For German SMEs dependent on memory chips or AI hardware, this signals medium-term price relief but also intensified competition from South Korea. The investment underscores that global chip scarcity remains a strategic priority.
For you Track the completion timelines of these fabs—if they come online in 2028–2030, memory prices could fall and reduce your hardware costs.