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SK hynix's 54.3 trillion won fab plan is not near-term RAM price relief
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SK hynix approved 54.3 trillion won for new DRAM and NAND fabs on August 7.
4 Reviews ← exclude selected types ← exclude selected tagsSK hynix's board approved roughly 54.3 trillion won (~$38.6 billion) on August 7 for two new fabs: 35.2 trillion won (~$25 billion) for Yongin "Y2" and 19.1 trillion won (~$13.6 billion) for Cheongju "M17."
Y2 is a DRAM base, M17 a NAND base, and both figures cover construction alone; equipment for Y2 could add up to 120 trillion won (~$85.2 billion), which can push its total past 150 trillion won (~$106.5 billion).
SK hynix currently runs roughly 30% of its DRAM wafer capacity as HBM, and analysts expect this share to approach 40% by 2027.
It citied Omdia projections of 19% annual growth for DRAM and NAND through 2030.