Samsung restarts Pyeongtaek memory-fab construction as AI demand surges
Samsung is rapidly expanding its Pyeongtaek semiconductor complex to meet surging demand for memory used in AI accelerators: three fabs already run 24/7, a fourth is coming online, and construction on a fifth—halted during a 2024 downturn—was restarted after an AI-driven rebound in memory demand. The build-out is part of Samsung’s effort to reclaim market position against rivals like SK Hynix and support GPUs and high-bandwidth memory for models from companies such as Nvidia.