The spot shortage is precise overmuch inactive a thing, and it could adjacent impact Apple's iPhone 18 Pro launch adjacent month. Now, SK Hynix, 1 of the 3 large DRAM and NAND manufacturers, has announced that it volition put successful a caller DRAM and a caller NAND fab.
The erstwhile represents a KRW 35.2 trillion (approximately $25 billion) investment, portion the second is simply a KRW 19.1 trillion (approximately $13.5 billion) investment. The DRAM fab is expected to unfastened successful June 2029, portion the NAND fab is expected to unfastened successful December 2028.
So, portion specified investments are decidedly welcome, they volition not lick the spot shortage anytime soon. SK Hynix quotes Omdia saying that some DRAM and NAND request are expected to "maintain a compound yearly maturation complaint of 19% from past twelvemonth to 2030". The spot shaper besides thinks that "the quality to proviso the required measurement astatine the nonstop infinitesimal customers request it is the eventual competitory advantage", and that's wherefore it decided to greenlight these investments.
An SK Hynix authoritative said: "This concern is simply a determination made to prehend opportunities successful enactment with the market’s maturation speed. By proactively securing accumulation capabilities, we purpose to found ourselves arsenic a cardinal spouse successful AI infrastructure, contributing to the stableness of the planetary AI semiconductor proviso chain".
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