Micron, SK Commit Billions to RAM Capacity, but Almost Nothing Lands Before 2028
What happened
Micron backs US wafer supply with $500 million, while SK hynix prepares Indiana HBM packaging and commits $38 billion to two new Korean fabs. The report highlights that almost nothing lands before 2028, meaning the new capacity will take years to materialize. Both investments are directed toward expanding RAM capacity.
Summary written by AI strictly from the sources below
Why it's spreading
- DiscussionCommunity discussion only (1 posts), not yet corroborated
Timeline
- Hacker News reported Micron and SK hynix's RAM capacity investmentsHacker News