SK Hynix recently secured regulatory approval for a massive $38 billion investment in new memory fabrication plants, signaling its confidence in future demand for DRAM and NAND. The move underscores the South Korean giant’s aggressive expansion amid fierce competition.
However, the ambitious timeline has a notable hiccup: production of actual chips is not expected to start until December 2028, roughly seven years after the initial approval. This lag reflects the complex challenges of scaling cutting‑edge lithography, securing scarce equipment, and navigating supply‑chain bottlenecks.
Analysts view the delay as a cautionary note for investors, balancing the long‑term potential of cutting‑edge memory with near‑term execution risk. While the investment could solidify SK Hynix’s market position, the extended wait means competitors may capture early‑generation opportunities, shaping the competitive landscape for years to come.
Source: Read original article