The reason the government and Samsung Electronics postponed the operation of the first fab in the Yongin National Industrial Complex by 2 years to 2029 is because they judged that it was urgent to secure a new production base early and dominate demand amid the memory supply shortage caused by artificial intelligence (AI). With the arrival of the memory super cycle, where ‘making money immediately makes money’, building factories quickly has become the best strategy. The battle for global semiconductor hegemony is intensifying as the U.S. Micron and the Chinese companies that are catching up with great momentum are pouring out large-scale facility investment plans.● Global companies battle to expand production facilities. According to the semiconductor industry on the 12th, the government and Samsung Electronics decided to advance the operation of the Yongin National Industrial Complex to make up for the lack of memory demand. Initially, the Yongin National Industrial Complex was expected to be centered on system semiconductors (foundry and semiconductor consignment production), but due to the recent memory supply shortage, there is a possibility that it will be promoted as a memory-foundry complex. Given current market conditions, the first fab scheduled to start operation in 2029 will also be memory-only or