ChipsThe story, in brief

Samsung and SK Hynix plan $600bn chipmaking expansion

$600B. That's what Samsung and SK Hynix just committed to chipmaking expansion—the infrastructure race for AI memory is accelerating.

Paper-cut illustration of an amber microchip with circuit paths extending into a row of data-center cabinets.
The infrastructure powering AI.AI illustration by KeyNews
The KeyNews take

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.

The key facts

6 to know
  1. $600B total investment commitment

  2. Samsung and SK Hynix joint expansion

  3. South Korean government backing

  4. Focus on memory chips for surging AI demand

  5. New factory construction planned

  6. June 2026 announcement

Go to the source

Financial Times Technologyft.com

Publisher excerpt: Companies to invest alongside South Korean government in factories to meet surging demand for memory chips
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