Daiwa Capital analyst SK Kim said Samsung Electronics and SK Hynix’s announced
investment plans are unlikely to materially affect global memory-chip
supply-demand over the next 3–5 years because project rollouts will take time.
Kim expects much of the planned capex — including roughly 800 trillion won tied
to a new fab in southwest Korea — will be spent after 2030. He added both firms
may adjust investments flexibly to market conditions while pressing ahead with
US fabrication projects already under construction.
