A bombshell report from the Bank of America has just demolished the fallacy that new memory supply is just around the proverbial corner, with SK hynix now likely to bring online just around one-sixth of its initially envisaged production capacity additions by 2028. According to a Taiwanese memory chip industry insider, Samsung and SK hynix will only be able to bring their massive new fabs at Gwangju and Jeolla fully online after a decade We already know that South Korea’s President, Lee Jae-myung, wants the country’s memory capacity doubled by 2030, and has touted massive new fabs that Samsung and […]
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