Samsung and SK Hynix, supported by the South Korean government, are set to invest $590 billion in new semiconductor factories and packaging centers to meet the growing demand for AI data centers, according to The Decoder. This large-scale investment highlights the strategic importance of memory chips in the AI-driven technology landscape.
The Decoder also reported that Jefferies forecasts memory prices could increase by as much as 50 percent per quarter through 2027, indicating strong market momentum. Samsung and SK Hynix currently dominate the global market for high-bandwidth memory (HBM), controlling nearly 80 percent of it.
For Japanese investors, this development signals potential supply chain shifts and pricing pressures in the semiconductor sector, which could impact tech equities and related FX markets in the region.