ChainThink reports that, on August 11, according to the South Korean media Maeil Business Newspaper, Solidigm, a NAND subsidiary of SK Hynix, plans to resume construction of the second phase of its NAND flash memory production facility in Dalian, China, with equipment installation expected to begin in November this year and official production slated for the first half of next year.
The Dalian Phase II project had been stalled for a long time due to weak NAND market conditions, inventory adjustments, and U.S. restrictions on semiconductor equipment exports to China.
As the expansion of AI data centers drives demand for enterprise solid-state drives (eSSDs), SK Hynix has decided to resume investment to increase NAND capacity.
The Dalian Phase I facility currently has a monthly capacity of approximately 100,000 wafers. After the completion of Phase II, an additional monthly capacity of approximately 50,000 wafers is expected, increasing overall capacity by about 50%.
SK Hynix plans to produce mature-node NAND at its Dalian facility, while high-end NAND products will be concentrated at the M17 plant in Cheongju, Korea.
