South Korea is pouring $900B into AI chips to stop RAMageddon
samsung and sk hynix pledged $900b toward fabs and ai data centers to solve the global memory shortage sparked by the ai boom.
south korean tech giants samsung and sk hynix pledged over $900 billion to build four new memory fabs and nationwide ai data centers, aiming to solve the global chip shortage termed 'ramageddon'. the plan includes $518 billion for southwestern memory fabs and $356 billion for ai infrastructure, signaling the nation's bid to become an irreplaceable ai hardware hub. this move addresses critical supply constraints for high bandwidth memory essential for training advanced ai models, though experts warn that fabs take years to build and demand could fluctuate. if successful, this expansion solidifies south korea's stranglehold on the ai memory supply chain, but execution risks remain high.