NuAxiSemiconductor trade intelligence
Samsung, SK Hynix reportedly upgrading China NAND fabs to fend off YMTC amid softening US stance
What happened
Samsung Electronics and SK Hynix are upgrading their NAND flash factories in China to make chips with more than 200 layers, Reuters reported on October 21, citing four people familiar with the plans. According to the report, the move would let the South Korean memory makers win back ground lost to Yangtze Memory Technologies Co (YMTC), even though US curbs on upgrading their China operations remain formally in place. This is a reported plan under way; no completion timeline is given and the US restrictions have not been lifted.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
NAND flash
NANDChina fabslayer upgradeYMTC competitionUS export curbs
Source and time
Source: DigiTimes Asia · 10/21/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders