The chip lack is quite still a thing, and it might even impact Apple’s iPhone 18 Pro launch next month. Now, SK Hynix, among the 3 significant DRAM and NAND producers, has actually revealed that it will purchase a brand-new DRAM and a brand-new NAND fab.
The previous represents a KRW 35.2 trillion (around $25 billion) financial investment, while the latter is a KRW 19.1 trillion (around $13.5 billion) financial investment. The DRAM fab is anticipated to open in June 2029, while the NAND fab is anticipated to open in December 2028.
< img width ="1200" height ="675" src ="https://fdn.gsmarena.com/imgroot/news/26/08/sk-hynix-new-dram-nand-fabs/inline/-1200/gsmarena_001.jpg" alt ="SK Hynix promises to invest over $38 billion in new DRAM and NAND fabs">
While such financial investments are certainly welcome, they will not resolve the chip lack anytime quickly. SK Hynix estimates Omdia stating that both DRAM and NAND need are anticipated to “maintain a compound annual growth rate of 19% from last year to 2030″The chip maker likewise believes that “the ability to supply the required volume at the exact moment customers need it is the ultimate competitive advantage”which’s why it chose to greenlight these financial investments.
An SK Hynix authorities stated: “This investment is a decision made to seize opportunities in line with the market’s growth speed. By proactively securing production capabilities, we aim to establish ourselves as a key partner in AI infrastructure, contributing to the stability of the global AI semiconductor supply chain”
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