Bank of Korea official forecasts rise in chip output next year

High-bandwidth memory production is expected to lift South Korea's chip output, while price gains are expected to slow A Bank of Korea official expects South Korea’s chip output to climb next year, with high-bandwidth memory (HBM) production leading the way. One catch: chip prices are expected to keep rising, but at a slower pace. The Bank of Korea has projected that the semiconductor expansion will continue into the first half of 2027. The driver is spending on AI infrastructure. Companies building out data centers need advanced memory, and HBM sits at the center of that shopping list. The BOK’s view is that demand for chips like HBM will keep outrunning supply, even as output grows. The reasons are practical.

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