South Korea to spend $1T on more memory chip production and humanoid robots
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South Korea is committing $1 trillion, including $585 billion from Samsung and SK Hynix, to expand memory fabs with a goal of doubling DRAM output within five years. For LLM infrastructure teams, this is a long-term supply-side signal rather than near-term relief: HBM/DRAM pricing and availability may stay tight while AI data center demand keeps absorbing capacity.
South Korea is committing $585B to roughly double its DRAM output over five years, but new fabs may take years to come online, so the current memory shortage and price spikes squeezing your hardware budgets aren't getting near-term relief—especially as AI data center demand keeps absorbing supply. Plan capacity and procurement around sustained elevated RAM/HBM costs through at least the mid-term, not a quick correction.