SK hynix May Add Just One-Sixth Of Its Planned New Memory Capacity By 2028, Handing Ammunition To The DRAM Price-Fixing Lawsuit
Summary
A recent report from Bank of America suggests that SK hynix may only bring online one-sixth of its planned new memory production capacity by 2028. This significant delay contradicts optimistic government goals in South Korea to double memory capacity by 2030. The slow expansion is attributed to the lengthy timelines required to build new fabrication facilities in Gwangju and Jeolla, which could take up to a decade to become fully operational.
These production delays may negatively impact Samsung, SK hynix, and Micron in their ongoing class-action lawsuit in California. The lawsuit alleges that these companies colluded to fix DRAM prices by strategically shifting production toward AI-critical High-Bandwidth Memory (HBM) while reducing the supply of older formats like DDR3 and DDR4. If capacity expansion remains this slow, the companies may struggle to defend against claims that they artificially constrained supply to drive up prices.
(Source:Wccftech)