NuAxiSemiconductor trade intelligence
SK Hynix expanding Solidigm Dalian NAND plant
What happened
SK Hynix is expanding Solidigm's Dalian plant to 50,000 wafers/month of 100-layer NAND by H1 2027, focusing on mature floating-gate technology while reserving advanced 375-layer NAND for its Cheongju facility. 利空 mature NAND supply, bearish for mature NAND prices.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
NAND Flash
SK HynixSolidigm
capacity_expansionmature_nandsupply_increase
Source and time
Source: Blocks & Files · 8/12/2026 · View original source
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