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Samsung and SK Hynix announce major capex infusions as South Korea accelerates second mega chip cluster.

HBM and NAND fabs racing to scale; South Korea competing with Taiwan/US for memory market share amid NVIDIA allocation crisis.
Trade pressSlicast · June 28, 2026 at 15:18 UTC · US · Source: Techiexpert.com
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SK Hynix
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In-depth analysis
CommentaryCXMT vs SK Hynix vs Samsung: AI Memory Supply, HBM Pricing Power, and the China GapCommentarySK Hynix HBM Lock-In, Solidigm IPO, and US Fab Bet, September 2026
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Samsung and SK Hynix announce major capex… · Slicast