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According to South Korean media reports, a recent forecast indicates that, with significant investments from companies like Samsung Electronics and SK Hynix, South Korea will maintain its leading position in the global memory chip market until 2031. However, demand for High Bandwidth Memory (HBM) is expected to rapidly expand from NVIDIA's graphics processing units (GPUs) to AI accelerators independently developed by large tech companies such as Google. Josephine Lu, an industry analyst from the French market research firm Yole Group, stated at the 2026 Future Memory and Storage Conference held in California on the 4th local time that South Korea will retain its leadership in the memory industry prior to 2031. Lu noted that South Korea plans to double its wafer production capacity in the next five years, and Samsung Electronics and SK Hynix have also increased their investments. Analysts have pointed out that as Samsung Electronics and SK Hynix simultaneously expand the production capacity and technological research and development of the next-generation DRAM (including HBM) and NAND, South Korea's advantage will continue to be maintained.