Pabrik Samsung di Xi'an tingkatkan proses, SK Hynix meningkatkan kapasitas dua pabrik utama, raksasa chip Korea memperbesar investasi di China

“Korea chip giants increase investment in China to address memory shortages in the artificial intelligence field.” The Korea Times reported on March 30 with this headline, citing the latest data showing that South Korea’s two major chip giants, Samsung Electronics and SK Hynix, will continue to increase their investment in Chinese factories by 2025. This strategic move not only directly responds to the current supply-demand imbalance in the global memory chip market but also highlights China’s key position in the global semiconductor supply chain system.
Last year, investment in China surged sharply.
According to investment data, both companies are significantly increasing their investments in China by 2025.
The Korea Times quoted annual reports submitted by the two companies to the Korean Financial Supervisory Service, stating that in 2025, Samsung Electronics will invest 465.4 billion won (approximately 304 million USD) in a chip factory in Xi’an, Shaanxi, a 67.5% increase year-on-year; SK Hynix will invest 581.1 billion won in a factory in Wuxi, Jiangsu, a 102% increase, and 440.6 billion won in a factory in Dalian, Liaoning, a 52% increase compared to 2024.
The report states that under the continuous surge in AI computing demand and tightening memory chip supply, Korean companies are accelerating capacity expansion.
In terms of investment pace, this round of increased investment features a clear characteristic of recovery-driven expansion.
(环球网)