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On June 30, analyst SK Kim from Daiwa Capital pointed out that due to the time required for investment implementation, the new investment plans of Samsung Electronics and SK Hynix are expected to have a limited impact on the global supply and demand of memory chips over the next three to five years. It is anticipated that most of the capital expenditures of these two companies, including funds totaling approximately KRW 800 trillion for the construction of a new chip manufacturing base in southwestern South Korea, will be invested after 2030. Kim also mentioned that these two companies may flexibly adjust their investment plans based on market conditions while continuing to advance their ongoing chip manufacturing facility projects in the United States.
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