{"id":13078,"date":"2026-08-20T19:29:25","date_gmt":"2026-08-20T11:29:25","guid":{"rendered":"https:\/\/www.lxbchip.com\/?p=13078"},"modified":"2026-08-20T19:29:25","modified_gmt":"2026-08-20T11:29:25","slug":"memory-chip-super-cycle-samsung-sk-hynix-boost-capital-expenditure-sharply","status":"publish","type":"post","link":"https:\/\/www.lxbchip.com\/vi\/memory-chip-super-cycle-samsung-sk-hynix-boost-capital-expenditure-sharply\/","title":{"rendered":"\u201cSi\u00eau chu k\u1ef3\u201d chip nh\u1edb: Samsung v\u00e0 SK Hynix t\u0103ng m\u1ea1nh chi ti\u00eau v\u1ed1n"},"content":{"rendered":"

According to latest industry statistics released August 2026, Samsung Electronics and SK Hynix raised semiconductor investment heavily during first half of this year. Combined capital expenditure hit 43.2 trillion KRW, growing 35.1% compared with last year Both vendors run memory fabs at nearly 100% capacity utilization rate.<\/p>\n

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Driven by AI large\u2011model servers, HBM and high\u2011capacity NAND flash keep strong market demand. Memory chips enter quantity\u2011and\u2011price\u2011rising super cycle. Market analysts point out memory semiconductor gradually transforms from traditional cyclical product to AI infrastructure component.<\/p>\n

Supply side: New\u2011generation 1D DRAM and 400+\u2011layer V\u2011NAND development move forward. Samsung targets to finish 1D\u2011generation DRAM development in September 2026. Trial shipments of SK Hynix 375\u2011layer 4D NAND will start for major cloud customers this August. Buyers need to watch lead\u2011time changes for high\u2011bandwidth memory components.<\/p>","protected":false},"excerpt":{"rendered":"

According to latest industry statistics released August 2026, Samsung Electronics and SK Hynix raised semiconductor investment heavily during first half<\/p>","protected":false},"author":1,"featured_media":13072,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[368,364,367,366,365],"class_list":["post-13078","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ai-server-memory","tag-dram","tag-hbm","tag-memory-market","tag-nand-flash"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts\/13078","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/comments?post=13078"}],"version-history":[{"count":0,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/posts\/13078\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media\/13072"}],"wp:attachment":[{"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/media?parent=13078"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/categories?post=13078"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lxbchip.com\/vi\/wp-json\/wp\/v2\/tags?post=13078"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}