Samsung, SK Hynix to spend 110 trillion won; supply may not ramp until 2028

DIGITIMES reported that Samsung and SK Hynix plan to spend a combined 110 trillion won on memory capacity, but new supply may not ramp meaningfully until 2028. For SK Hynix, higher long-term capex implies depreciation pressure, while delayed supply could extend the current memory upcycle, making the near-term impact neutral.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.