Woofun AI reports that Bank of America issued a report on July 14 stating South Korea's annual wafer capacity growth will likely remain below 10% due to technological upgrades closing older facilities. This trajectory falls significantly short of the official goal to double capacity by 2030. The analysis indicates SK Hynix's additional memory capacity by 2028 could constitute merely one-sixth of the initial projection.

Additionally, the construction and equipment installation phases for new large-scale wafer fabs by Samsung and SK Hynix in Gwangju and Jeollanam-do may extend over a ten-year period.