South Korea unveils a $576B AI-chip plan led by Samsung and SK hynix
South Korea unveiled a government-led national plan pledging over $576B across semiconductors, AI data centers and physical AI — anchored by Samsung and SK hynix, who will each build two new HBM-focused fabs. This confirms an earlier ~$646B report (a separate framing of Samsung group capex).
South Korea unveiled a government-led national plan pledging over $576B across semiconductors, AI data centers and physical AI — anchored by Samsung and SK hynix, who will each build two new HBM-focused fabs. This confirms an earlier ~$646B report (a separate framing of Samsung group capex).
Who's involved
Memory leader and #2 foundry; first to ship a GAA node (3nm, 2022), now ramping SF2 (2nm).
Leading supplier of high-bandwidth memory (HBM) for AI accelerators; shipped HBM3E in volume.
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