Lutnick Presses SK Hynix, Samsung to Boost Memory Output in US - Bloomberg.com

Bloomberg reports that Lutnick is urging SK Hynix and Samsung to increase memory chip production capacity in the United States. This development reflects ongoing US government focus on semiconductor s... Read original →

The U.S. push for domestic memory production is triggering a structural reshuffle across the semiconductor value chain. Technically, if Samsung and SK Hynix expand HBM/DDR5 fabs in the U.S., it will force equipment vendors to localize EUV and advanced packaging capabilities—raising allocation costs for mature nodes in Korea and Taiwan, China. Compliance-wise, CHIPS Act subsidy strings and export controls squeeze operational flexibility despite enhanced supply security. Micron gains first-mover advantage, while TSMC may accelerate U.S.-based CoWoS to align with memory partners; Japanese material suppliers could quietly benefit. Over the next 12–24 months, U.S. capacity won’t displace Asia’s dominance, but AI-driven HBM demand will compel a 'China+1' shift—spurring buffer investments in Mexico or Southeast Asia and forging a new triad: North American design, Asian manufacturing, and Americas-based assembly/test.