The scale of the commitment is a direct read on expected AI hardware demand. Memory has become the constraining input for AI systems: training and serving large models requires moving enormous volumes of data to the processor, which is exactly what high-bandwidth memory addresses, and enterprise SSDs handle the storage tier beneath it. The timelines matter as much as the sums — a groundbreaking in July 2027 and a first cleanroom in June 2029 mean this capacity does not reach the market for years, which is why analysts expect consumer memory prices to remain under pressure until the end of 2028. Semiconductor fabrication is also unusually infrastructure-heavy: fabs need vast quantities of ultra-pure water and stable power, which is why the report notes that phase 1 power and water infrastructure at the Yongin cluster is already 99% complete.