Overview
- SK Hynix will open the first factory at its new Yongin complex three months early in February 2027, according to executive Sungsoo Ryu.
- The company plans to begin deploying wafers next month at the M15X fab in Cheongju to produce high‑bandwidth memory used in AI systems from Nvidia and AMD.
- SK Hynix is investing about 19 trillion won in a new HBM‑focused facility in Cheongju, with advanced packaging capacity intended for AI data centers rather than consumer RAM.
- Hyperscale customers are moving from one‑year contracts to multi‑year supply agreements to secure long‑term memory capacity.
- TrendForce data show some memory products rose more than 300% year on year in Q4, and SK Hynix says it will maintain consumer channels even as tight supply keeps the market under pressure.