Daeduck expansion shows Korean suppliers scaling for Samsung and SK Hynix capex

Daeduck Electronics plans to invest KRW497 billion, or about US$349.50 million in the source report, in semiconductor production facilities through 2027. The filing follows another major expansion announcement from the company this year and comes as Samsung Electronics and SK Hynix are expanding semiconductor capacity. Although Daeduck is not a memory maker, its investment matters because substrate and related component suppliers can become constraints when large memory manufacturers accelerate capex. A stronger Korean supply chain can support future DRAM, HBM and advanced-package output, but the immediate market signal is that suppliers are still building to meet demand rather than preparing for a downturn.