Bloomberg · Yoolim Lee ·

Bank of Korea: South Korea's monthly memory chip output is set to grow by ~600K wafers by 2028, widening its lead over China's CXMT, set to grow by ~300K wafers

South Korea's lead over China in memory chip production is expected to widen further thanks to an aggressive expansion …

In this story Bank of Korea CXMT

Bank of Korea: South Korea's monthly memory chip output is set to grow by ~600K wafers by 2028, widening its lead over China's CXMT, set to grow by ~300K wafers

Lead Source

Bloomberg — Bank of Korea: South Korea's monthly memory chip output is set to grow by ~600K wafers by 2028, widening its lead over China's CXMT, set to grow by ~300K wafers ↗

How this story grew

Coverage · 0 Discussion · 0

Sep 4Sep 5

Discussion

@sensehofstede.nl

Related stories

CNBC: South Korean semiconductor exports surged 209% YoY to a record $46.65B in August, accounting for 47.5% of the country's goods exports, according to officials

CNBC: Inside SK Hynix's $720B Yongin Cluster, which it says will be the world's largest network of memory factories and is set to go into production in February 2027

The Information: CXMT has begun producing HBM3E memory chips in small quantities and plans to expand production in 2027, a major advance for China's chip industry

Bloomberg: Chinese memory chipmaker CXMT reports H1 revenue of ~$22.4B, more than double its 2025 sales, and ~$11.5B in profit, compared to a loss a year earlier

Reuters: Japan's Kioxia and Sandisk plan to spend $31B+ in Japan through 2032 to drive chip tech and expand production capacity, including an $11.3B Kitakami plant

Discuss with AI

ChatGPT ↗ Claude ↗

← Back to TechSnif