Samsung Electronics and SK Hynix plan to complete a new round of investment in NAND flash memory in China next year to meet the demand for AI servers.
Samsung Electronics has reportedly finalized a supplementary investment plan for the 9th-generation NAND conversion at its Xi'an factory in China, with related equipment procurement orders expected to be placed by the end of this year, and the supplementary investment set to commence in the second half of next year, ZDnet reported on Tuesday. Meanwhile, SK Hynix began investing in equipment necessary for NAND product upgrades at its second factory in Dalian in the Q3 of this year, targeting a production capacity of approximately 30,000 wafers per month, and will continue this process into next year. These moves aim to strengthen both companies' high-end NAND mass production capabilities in China to meet the growing demand for advanced NAND in the AI server market.
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