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Will Samsung and SK Hynix’s $550 Billion in New Fabs Ease the Memory Shortage?

By BSR Admin / July 2, 2026 /

TL;DR: Korea’s June 29 plan puts over $550B toward new memory fabs — a slice of a much larger $3.1T multi-decade Samsung/SK spending plan. Most new capacity targets high-margin server DRAM and HBM, not everyday PC/laptop memory. Micron is running its own parallel expansion; China’s CXMT is growing fast but not yet server/HBM-ready. Real relief…

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