NuAxiSemiconductor trade intelligence

[News] Memory Giants’ China Investments Soar in 2025: Samsung Xi’an Up 67.5%, SK Hynix Wuxi & Dalian Hit Trillion-Won

What happened

Samsung increased investment in its Xi'an NAND plant by 67.5% to 465.4B won in 2025, while SK hynix invested over 1T won in its Wuxi DRAM and Dalian NAND facilities. This marks a significant acceleration in China-based capacity expansion amid strong global demand. Bearish: Major capacity additions in China for NAND and DRAM increase medium-term supply pressure.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

NAND FlashDRAM

Samsung Electronics SK hynix

capacity-expansioninvestmentchina

Source and time

Source: TrendForce · 3/26/2026 · View original source

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[News] Memory Giants’ China Investments Soar in 2025: Samsung Xi’an Up 67.5%, SK Hynix Wuxi & Dalian Hit Trillion-Won

What happened

Impact and signal

Affected components and suppliers

Source and time

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