Major South Korean chip manufacturers see a surge thanks to rising AI memory demand

2026-01-23 05:59:45

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The Korean semiconductor giants SK Hynix and Samsung Electronics are benefiting greatly from the artificial intelligence wave as demand for memory chips surges, driving up chip prices and improving long-term profit prospects for the entire industry.

Nvidia needs additional high-bandwidth memory chips for AI accelerators, forcing SK Hynix to expand production. At the same time, Samsung and Micron are racing to increase capacity to meet the growing global AI infrastructure demand.

The supply shortage is not limited to AI chips but has also extended to mainstream memory products, giving manufacturers better control over pricing. SK Hynix is investing in building modern factories and considering listing in the US to expand capital.

For Samsung, rising memory prices and recovering demand have helped quarterly profits potentially triple compared to the same period last year. This positive outlook is driving chip sector stocks higher across Asia.

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