최태원 입에서 나온 '용인 속도전'…SK하이닉스, 증설 시계 앞당긴다

SK Hynix is accelerating its Yongin semiconductor cluster completion by a decade to capture leadership in the booming AI memory market, where demand for HBM (High Bandwidth Memory) is outpacing supply. With HBM production requiring 3-4x the manufacturing capability of conventional DRAM and facing complex manufacturing processes, sustained supply shortages through 2027-2028 will determine which chipmaker controls the lucrative AI data center memory segment. The company's aggressive expansion strategy—combining product competitiveness with massive production capacity—aims to lock in customers before competitors like Samsung can scale up.