Movement Alert|SK hynix Rises 3.18% Overnight, Subsidiary Restarts Dalian NAND Factory Construction to Expand Capacity by 50%

Market Focus
08/12

On August 12, SK hynix rose 3.18% overnight, trading at $146.26/share, with turnover of $95.19 million.

On the news front, SK hynix's NAND subsidiary Solidigm has restarted construction of its second NAND flash factory in Dalian, China, aiming to boost local monthly capacity by approximately 50%. The new production line is designed for a monthly output of around 50,000 wafers, which combined with the existing 100,000-wafer capacity at the first plant, will bring total NAND capacity in China to approximately 150,000 wafers per month. Equipment installation is scheduled to begin as early as November, with mass production targeted for H1 next year.

The Dalian second factory broke ground four years ago but was shelved due to a prolonged memory industry downturn. The restart is primarily driven by surging enterprise SSD demand fueled by AI data center expansion, with NAND prices having risen nearly tenfold over the past year. The strategy involves manufacturing mature lower-layer chips in China while producing advanced high-stack chips in South Korea.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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