SK Hynix to double production rate for 1c DRAM by early 2027

What happened

SK Hynix plans to double its 1c DRAM production target to 170,000-200,000 wafers per month by early 2027, up from a goal of 90,000 wafers set a year ago. This aggressive expansion aims to capitalize on high DRAM prices and strong demand for both standalone 1c DRAM and HBM components. 利空: The significant capacity increase for a key process node, driven by competitive pressure and high prices, signals a future increase in supply which could put downward pressure on DRAM prices in the medium term.

Impact and signal

Affected components and suppliers

Source and time

Source: The Elec · 1/28/2026 · View original source