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INFRA Signal 111

South Korea reportedly to expand monthly memory chip output by 600K wafers by 2028 doubling China's CXMT growth

Bank of Korea projects South Korea’s monthly memory chip production will increase by 600K wafers by 2028, outpacing China’s CXMT growth of 300K wafers

WHY IT MATTERS

Memory chip supply chains are critical for global electronics manufacturing. A widening production gap between South Korea and China could shift pricing, availability, and geopolitical leverage in semiconductor markets. Engineers relying on memory chips for hardware designs may face long-term supply stability or volatility depending on regional output trends

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The three things worth knowing

01

South Korea’s projected monthly memory chip output growth by 2028 is twice that of China’s CXMT

02

The expansion could reinforce South Korea’s dominance in memory chip production over the next four years

03

Differences in output growth may influence global memory chip pricing and supply chain dynamics

THE CLUSTER

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Techmeme 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 (Yoolim Lee/Bloomberg) Open ↗