SK hynix preparing to expand DRAM capacity (HBM, DRAM) by 80K wafers per month at M16, M10 fabs

SK hynix begins ordering equipment to expand HBM caapcity (HBM + general use DRAM) by 80,000 wafers per month at its M16 and M10 fabs.

SK hynix preparing to expand DRAM capacity (HBM, DRAM) by 80K wafers per month at M16, M10 fabs
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SK hynix has started ordering equipment for DRAM expansion investment, with production capacity expected to be expanded by 18% at its M16, and M10 facilities in South Korea.

SK hynix preparing to expand DRAM capacity (HBM, DRAM) by 80K wafers per month at M16, M10 fabs 24

The South Korean memory giant has started placing "full-scale orders" for production facilities at its M16 plant in Icheon, South Korea, which is currently under construction as a new state-of-the-art DRAM plant. Chosun reports from its industry sources that SK hynix ordered the key equipment to be invested at its M16 expansion from major equipment manufacturers.

Market research firm Omdia reports that SK hynix's monthly average DRAM production increased from 380,000 units in Q4 2023 to 400,000 units in Q2 2024. SK hynix is expected to increase its production capacity to 440,000 units in Q3 2024, but still trails behind South Korean memory rival Samsung, which produces a monthly average of over 670,000 units.

Samsung has ample space to expand its DRAM facilities at its Pyeongtaek plant, while SK hynix doesn't have the space (right now) to install additional DRAM facilities. SK hynix has its M15X plant in construction right now, expected to be operational in 2025, which is the only way for the company to expand DRAM production.

SK hynix plans to secure more DRAM production capacity of around 80,000 units per month with its new expansion project, which will see the total production capacity increased by around 18% to 20%. We've just also heard that SK hynix is telling its customers to expect a 15% to 20% increase in DDR5 DRAM, which will have a flow-on effect to consumers in the months ahead... all because HBM is more important to produce right now, with DRAM chips going to HBM and AI GPUs.

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NEWS SOURCE:biz.chosun.com

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Anthony joined the TweakTown team in 2010 and has since reviewed 100s of graphics cards. Anthony is a long time PC enthusiast with a passion of hate for games built around consoles. FPS gaming since the pre-Quake days, where you were insulted if you used a mouse to aim, he has been addicted to gaming and hardware ever since. Working in IT retail for 10 years gave him great experience with custom-built PCs. His addiction to GPU tech is unwavering and has recently taken a keen interest in artificial intelligence (AI) hardware.

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