Samsung nâng cấp quy trình nhà máy Tây An, SK Hynix tăng cường năng lực sản xuất cho hai nhà máy, tập đoàn chip Hàn Quốc đẩy mạnh đầu tư tại Trung Quốc

“Korea’s major chip companies increase investment in China to address memory shortages in artificial intelligence sector.” The Korea Times reported on March 30 with this headline, citing that the latest data shows that South Korea’s two leading chip giants, Samsung Electronics and SK Hynix, will continue to boost their investments 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, amid the continued surge in AI computing demand and tightening memory chip supply, South Korean companies are accelerating capacity expansion.
In terms of investment pace, this round of increased investment shows clear signs of a recovery-driven expansion. (Global Times)