South Korea Targets Major DRAM and HBM Expansion in New AI Semiconductor Plan

According to DigiTimes Daily, South Korea announced a national AI and semiconductor program in late June 2026 built around semiconductors, physical AI, and AI data centers. The initiative reportedly aims to double the country’s DRAM output within five years while also expanding high-bandwidth memory, advanced packaging, AI processor, and next-generation memory capabilities. The plan also seeks to broaden semiconductor investment beyond the Seoul metropolitan region. For RamTrend, the main significance is that a state-backed production push of this scale could reinforce supply growth in strategically important memory segments and support South Korea’s role in AI-related memory markets.