The BuildJune 29, 2026via Financial Times Technology
Samsung and SK Hynix plan $600bn chipmaking expansion
Why it matters
Memory chip capacity is becoming the bottleneck in AI scaling. This massive South Korean government-backed investment signals the sector is betting big on sustained demand for AI training and inference infrastructure.
Key signals
- $600B total investment commitment
- Samsung and SK Hynix joint expansion
- South Korean government backing
- Focus on memory chips for surging AI demand
- New factory construction planned
- June 2026 announcement
The hook
$600B. That's what Samsung and SK Hynix just committed to chipmaking expansion—the infrastructure race for AI memory is accelerating.
Companies to invest alongside South Korean government in factories to meet surging demand for memory chips