#DRAM

South Korea's Minister of Trade, Industry and Energy announced a national semiconductor cluster plan, investing 800 trillion KRW (about 3.52 trillion RMB) to build four memory fabs in the southwestern region, aiming to double DRAM production within five years. This massive investment reinforces South Korea's dominance in the global memory chip market, especially as demand for DRAM is expected to surge fourfold in five years. It positions the country to lead in speed and capacity, potentially reshaping the semiconductor supply chain. The plan includes building a second semiconductor base in the southwestern region, with total investment of 800 trillion KRW over an unspecified timeframe. Additionally, the government will invest 30 trillion KRW over 15 years to support the initiative.

CXMT has signed a multi-year DRAM supply agreement with Tencent worth over 29.4 billion USD, covering server memory chips for up to five years. This deal enhances China's semiconductor self-sufficiency and provides CXMT with a major customer, with potential expansion to other Chinese internet companies like Alibaba Cloud, ByteDance, and Xiaomi. The agreement is reportedly for 3 to 5 years, and CXMT is also in talks with Alibaba Cloud, ByteDance, and Xiaomi for similar deals, according to sources.