Samsung and SK hynix ramp NAND investment in China
Samsung and SK hynix are ramping NAND investment in China, with Samsung targeting 40-50K monthly V9 NAND wafers and SK hynix around 30K wafers at its Dalian fab, with spending continuing into 2027. A separate report notes Samsung's expected buybacks were smaller than anticipated and mostly delayed until January.
Detected & updated continuously · Source: Nebula
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@Sam_Badawi
Samsung and $SKHY SK Hynix are ramping NAND investment in China, with Samsung targeting 40-50K monthly V9 NAND wafers and SK Hynix around 30K wafers at its Dalian fab. The spending will continue into 2027 as both companies upgrade capacity to meet rising demand for advanced NAND https://t.co/AOSzjXT7G9
@Lelwrektnub
Looks like Samsung crashed memory tonight. Their expected buybacks were smaller and most will be delayed until January.