South Korea's Semiconductor Ambition in Question? Bank of America Report Reveals: Actual Annual Memory Capacity Growth May Be Under 10%, Doubling Goal by 2030 Faces Challenges

A new Bank of America report casts doubt on South Korea's goal to double memory chip production capacity by 2030. The analysis suggests that after accounting for factory closures and technological transitions, the actual annual capacity growth rate of major Korean memory makers may fall below 10%, significantly hindering the achievement of the stated target.

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