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Samsung is considering converting its Pyeongtaek S5 foundry line to memory production as early as next year as it ties up a majority of its output in multiyear contracts with AI leaders. The manufacturer allocated roughly 70% of its memory production capacity through 2031 to long-term supply agreements with Nvidia, Microsoft, and Google to ensure stable delivery of high-bandwidth memory.
The supply crunch pushed spot prices for HBM3E 36GB memory to about $2,100, or 4 to 5 times contract pricing. SK Hynix is exploring capacity expansion in Korea and a potential joint venture fab with Kioxia in Japan, while lower HBM4 yields further tighten available DRAM capacity as production ramps.
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Key sources
- SOURCE@jukan05“SK HYNIX EXPLORES FURTHER CAPACITY EXPANSION IN YONGIN AND HONAM”x.com
- SUPPORT@wallstengine“DRAM export unit prices rose 36.6% from May to July even as volumes fell 13.2%”x.com
- SUPPORT@stocksavvyshay“customers race to secure supply years before new memory capacity comes online”x.com
- SUPPORT@jukan05“The original Korean article specifically mentioned Kioxia as a potential JV partner for SK hynix”x.com