Bloomberg Surveillance · Wednesday, July 15, 2026
The semiconductor industry faces a significant memory shortage that is not expected to resolve until 2029 or 2030, according to industry experts. Companies like SK Hynix, Micron, and Samsung must undertake 'historic' spending to address the imbalance, with major government investment also planned in South Korea.
“We had a call yesterday with our head of semiconductors at Tristan Gara and Samsung on memory and I thought it was one of the best webcasts that we've done in a long time. And the gist of the common is memory's not going to be in balance until twenty nine or thirty wo and the amount that s k Heinex and Micron and Samsung has to spend is an I underline the adjective historic. So you look at ASML's report this morning and aim At and Clack and Lamb they have three years of thirty percent visibility. I mean that is we have never seen that. Are they going to build fabs?”
“Well, the memory there's June twenty ninth, the South Korean government came out and basically signaled that they're going to along with Samsung and s khink, spend five hundred and ninety billion dollars.”