Samsung and SK Hynix to invest KRW110 trillion as memory supply growth slips to 2028

Samsung Electronics and SK Hynix are making their largest-ever equipment investments in 2026, totaling about KRW110 trillion, but the resulting memory supply increase is not expected until 2028. The lag stems from long lead times for installing and ramping new lines.

• Samsung and SK Hynix equipment investments total about KRW110 trillion
• The outlay is the largest capital investment in both companies' history
• Memory supply growth is not expected before 2028