FEBRUARY 2, 2026 AT 07:08 AM

Samsung (005930 KS) and SK Hynix (000660 KS) plan to proceed with conversion investments for cutting-edge NAND during Q2 2026, Zdnet reports citing sources.

Importance

Level 1

The scale of the conversion investment currently being discussed is around 40,000 to 50,000 wafers per month.