Overview
- SK Hynix will open the first factory at its Yongin semiconductor cluster in February 2027, three months earlier than planned.
- The company will begin deploying wafers at the new M15X facility in Cheongju next month to produce high‑bandwidth memory.
- CEO Sungsoo Ryu said demand remains strong with no slowdown seen and that production plans are reviewed monthly to support customers.
- Customers, including hyperscalers, are moving from one‑year contracts to multi‑year supply agreements to lock in limited capacity.
- TrendForce reports some memory prices rose more than 300% year over year in Q4, while SK Hynix shares are up about 280% over the past year.