---
title: "South Korea’s $590B chip bet has semiconductor ETFs buzzing, but memory cycles have burned believers before"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/291821471.md"
description: "South Korea announced a $590 billion semiconductor and AI investment plan, with Samsung and SK Hynix committing ~$518 billion to expand fabrication and packaging capacity. This move aims to address High Bandwidth Memory (HBM) shortages critical for AI development. The announcement has boosted sentiment in semiconductor ETFs, particularly the Roundhill Memory ETF (DRAM), which tracks key players like Micron, Samsung, and SK Hynix, despite historical volatility in memory cycles."
datetime: "2026-07-06T15:09:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/291821471.md)
  - [en](https://longbridge.com/en/news/291821471.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/291821471.md)
---

# South Korea’s $590B chip bet has semiconductor ETFs buzzing, but memory cycles have burned believers before

While a justifiable amount of A.I. attention has been devoted to faster and more powerful semiconductor processing chips, the High Bandwidth Memory (HBM) part of the equation is less sexy, but no less important. Without HBM, A.I. has insufficient memory to operate properly — and this has been one of the major bottlenecks to A.I. development. Althou...

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