South Korea’s lead over China in memory-chip production is expected to widen, according to a Bank of Korea report covered by Bloomberg. The central bank attributed the expected gap to domestic capacity expansion by Samsung Electronics and SK Hynix. Bloomberg reports that new South Korean chip plants due to come online by 2028 are expected to lift the country’s output capacity by about 600,000 wafers per month. That figure is the central data point in the report: Korea’s incumbent memory producers are adding enough domestic capacity to extend their production advantage rather than merely defend it. The same report says China’s leading memory maker, CXMT, is likely to raise its capacity to as high as 600,000 wafers per month over the same period. Bloomberg says that would be up from CXMT’s current level of about 300,000 wafers per month, implying an increase of roughly 300,000 wafers per month. Techmeme’s summary of the Bloomberg story frames the comparison the same way: South Korea’s monthly memory-chip output is set to grow by about 600,000 wafers by 2028, while CXMT is set to grow by about 300,000 wafers. The provided items do not include details on technology nodes, product mix, capital spending, or utilization assumptions. For chip investors and operators, the key point is capacity direction. The Bank of Korea report, as described by Bloomberg, suggests that China’s leading memory player is expanding, but not fast enough to close the production gap with South Korea’s Samsung and SK Hynix by 2028. Who benefits: The source material does not identify beneficiaries. It says Samsung Electronics and SK Hynix are expanding domestic facilities, and that the Bank of Korea expects South Korea’s lead over China in memory-chip production to widen. Who's exposed: CXMT is still projected to expand: Bloomberg says the Bank of Korea report sees its capacity rising as high as 600,000 wafers per month from about 300,000. The provided items do not support conclusions about pricing or margins.