SK hynix to expand production capacity in China as it mulls Solidigm IPO, report claims

SK Hynix is resuming investments in its Dalian fab in China, planning a 50% capacity increase by 2027 to support Solidigm's potential IPO. Solidigm, formed after SK Hynix acquired Intel's 3D NAND and ... Read original →

SK Hynix's resumption of capacity expansion at its Dalian facility signals strategic preparation for Solidigm’s potential NASDAQ listing. This move strengthens its position in the data center SSD market, particularly in 200-layer 3D NAND and QLC production. With U.S. export licenses extended through 2026, SK Hynix and Samsung can advance equipment upgrades, enhancing floating gate technology output. This aligns with surging demand for high-capacity storage in AI data centers. Solidigm’s IPO could raise up to $7 billion, bolstering capital for further growth while maintaining control. However, geopolitical tensions persist, especially amid U.S.-China tech decoupling, raising supply chain concerns. In the next 12–24 months, continued asset divestitures by Intel may accelerate industry consolidation, reshaping global SSD competition dynamics.