Samsung and SK Hynix invest $590 billion in AI chips as memory prices set to soar 50% per quarter

Samsung and SK Hynix, backed by the South Korean government, are investing a combined $590 billion in new chip factories and packaging centres to meet surging demand from AI data centres. According to Jefferies, memory prices could rise by up to 50 percent per quarter through 2027. Together the two companies control nearly 80 percent of the global high-bandwidth memory (HBM) market.

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💻 Technology South Korean chipmakers pledge over $550B to build more memory for AI boom TechCrunch · 25d ago 💻 Technology Samsung to invest €1 billion in Mistral AI, valuing French start-up at up to €20 billion Rzeczpospolita · 23h ago 📈 Business Barclays says SK Hynix US shares could double on memory shortage CNBC · 10d ago

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💻 Technology South Korean chipmakers pledge over $550B to build more memory for AI boom TechCrunch · 25d ago 💻 Technology Samsung to invest €1 billion in Mistral AI, valuing French start-up at up to €20 billion Rzeczpospolita · 23h ago 📈 Business Barclays says SK Hynix US shares could double on memory shortage CNBC · 10d ago