NuAxiSemiconductor trade intelligence

TEMC CNS to resume precursor supply to SK Hynix

What happened

TEMC CNS is expected to resume supply of TiCl₄ and HCDS precursors to SK Hynix in Q1 and Q2 2024, respectively, following a fire-related halt in September 2023. The supplier has relocated production to a more automated facility with 30% higher capacity. Watch: This mitigates a previous supply chain disruption risk for a key DRAM/NAND producer, but full resumption and quality validation are pending.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

DRAMNAND Flash

SK Hynix

supply-resumptionprecursorfire-recovery

Source and time

Source: The Elec · 2/23/2026 · View original source

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TEMC CNS to resume precursor supply to SK Hynix

What happened

Impact and signal

Affected components and suppliers

Source and time

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