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SK hynix (#SKHY) Restarts Dalian NAND Expansion in China | THINKSABIO
Aug 11, 2026 · ThinkSabio Inc
SK hynix (#SKHY) is restarting construction of its second NAND flash plant in Dalian, China, after a roughly four-year pause. The expansion is expected to increase the company's NAND production capacity in China by approximately 50%, with equipment installation planned by year-end and full operation targeted for the first half of 2027. The move comes as AI data centers drive strong demand for enterprise SSDs.
Sector: Semiconductors / Memory
Key Highlights
🏭 Restarting Dalian Plant 2 after a four-year pause
📈 Expected to increase China NAND capacity by approximately 50%
📅 Full operation targeted for H1 2027
💾 Expansion driven by strong enterprise SSD demand
🤖 AI data center growth is boosting demand for NAND storage
Why It Matters
The expansion allows SK hynix to add NAND capacity closer to the world's largest electronics market while capitalizing on rising AI data center storage demand. The company is also expanding advanced memory capacity in South Korea, including new facilities focused on NAND and HBM.
Read More:
https://www.thinksabio.com/reports/isr/SKHY
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