Bank of America's latest analysis shows that SK Hynix's actual new memory chip production capacity by 2028 is probably only one-sixth of the original plan. This judgment not only greatly reduces the South Korean government's blueprint for capacity expansion, but also provides key evidence in the ongoing DRAM price manipulation class action lawsuit. Affected by factors such as the closure of old factories, technology upgrades, and process miniaturization, South Korea can actually increase its operating storage wafer production capacity by less than 10% every year. This means that the increase in production capacity by 2030 will be far lower than the “doubling production capacity by 2030” target previously set by South Korean President Lee Jae-myung. This judgment directly impacted supply expectations in the DRAM market.

Bank of America's latest analysis shows that SK Hynix's actual new memory chip production capacity by 2028 is probably only one-sixth of the original plan. This judgment not only greatly reduces the South Korean government's blueprint for capacity expansion, but also provides key evidence in the ongoing DRAM price manipulation class action lawsuit. Affected by factors such as the closure of old factories, technology upgrades, and process miniaturization, South Korea can actually increase its operating storage wafer production capacity by less than 10% every year. This means that the increase in production capacity by 2030 will be far lower than the “doubling production capacity by 2030” target previously set by South Korean President Lee Jae-myung. This judgment directly impacted supply expectations in the DRAM market.