SK hynix Plans Four Fabs in Yongin Amid AI Memory Shortages

Samsung Electronics and SK hynix plan 10 fabs in Yongin, South Korea, as shortages lead some PC and smartphone makers to adopt Chinese supplier CXMT and raise questions about whether future production can keep pace with AI demand. SK hynix plans four facilities in the Yongin semiconductor cluster. Samsung has six fabs planned at a separate Yongin site, including logic-chip production, and is also expanding in Pyeongtaek; Micron is investing in new facilities in Idaho and New York. Kim Hyung-joon, head of the Next-generation Intelligent Semiconductor Foundation, estimates the memory supply gap at 30% to 40%.

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