SK Hynix has resumed construction of its Solidigm Dalian NAND Flash Fab 2, with production targeted for first half of 2027. The expansion will increase total NAND output at the Dalian site by 50% – from 100,000 wafers/month (Fab 1) to 150,000 wafers/month when Fab 2 ramps.
The facility was originally started in 2022 but stalled due to semiconductor equipment controls and the industry downcycle. Work restarted in early 2026, with equipment move‑in scheduled for November 2026 and full production lines expected by mid‑2027.
This restart is driven by AI‑fueled enterprise SSD demand – NAND prices have surged nearly 10x in one year, pushing memory into a tight supply cycle.
Manufacturing strategy: Dalian will focus on mature 100‑layer floating‑gate NAND for cost‑effective volume. Meanwhile, SK Hynix’s Cheongju M17 site (KRW 19.1T investment, completion late 2028) will handle 300+‑layer premium NAND development and production.
ICgoodFind Take:
50% capacity addition + tiered fab strategy – Dalian handles volume, Cheongju handles premium. For procurement, this means more supply from China but premium NAND stays tight until 2029. Watch for enterprise SSD allocation – the 10x price jump isn't softening yet.
