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by ksec 31 days ago
>The most costly of the megaprojects involves a commitment by Samsung and SK Hynix of $585 billion to build new chip fabrication plants..... The government’s goal is to double South Korea’s production of dynamic random-access memory (DRAM) within five years.

"Double"

I was wondering about that $585B number only to read they plan to Double the capacity. The two firm together is nearly 70% of the current DRAM market supply. I guess we are really going into an era where future Phone and PC will have 16GB as minimum, possibly more.

Even if the market are back to normal, that is doubling the revenue. The current AI scale and Cloud infrastructure buildout is simply beyond what I could comprehend.