SK Hynix says it plans to invest ~$12.85B in a new fab in South Korea for advanced packaging to meet AI demand for HBM, with construction starting this month (Reuters)

Reuters: SK Hynix says it plans to invest ~12.85B in a new fab in South Korea for advanced packaging to meet AI demand for HBM, with construction starting this month — SK Hynix (000660.KS) said on Wednesday it plans to invest 19 trillion won (12.85 billion) in a new manufacturing plant in South Korea …

Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (Nikkei Asia)
Sources: Chinese chipmaker YMTC plans to build two more factories in addition to one that will be completed in 2026, more than doubling its production capacity (Reuters)
TSMC reports Q1 revenue up 35.1% YoY to ~35B, net income up 58.3% YoY to ~18B, both above est., and says 7nm or smaller chips were ~74% of its wafer revenue (Dylan Butts/CNBC)
SK hynix says it has begun mass production of the 192GB SOCAMM2, a next-gen LPDDR5X low-power DRAM module designed particularly for Nvidia's Vera Rubin (The Korea Herald)

Source: Techmeme | 2026-04-22

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