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.
Newsquawk Staff ·
- The scale of the conversion investment currently being discussed is around 40,000 to 50,000 wafers per month.
What it means
Samsung and SK Hynix's commitment to conversion investments in cutting-edge NAND technology indicates a strong confidence in future demand for memory products. This move might signal potential disruptions in supply dynamics, impacting not only their stock valuations but also the broader semiconductor sector as competitors may need to respond to maintain their market positions.
Sources
- Newsquawk US Market Wrap - Stocks mixed on AI rebound ahead of US midterms
- US officials have reportedly held up approval for American chipmaking equipment needed by SK Hynix (SKHY/000660 KS) to expand production in China, according to source reports
- Samsung Electronics (005930 KS) has reportedly told customers that it will entirely exit the eight-inch foundry business in 2030, The Elec reports
- PRE-MARKET JAPANESE AND SOUTH KOREAN STOCKS NEWS: Kioxia Holdings (285A JT) expects October-December 2026 net profit to rise 15-fold Y/Y to JPY 1.36tln
- Samsung Electronics (005930.KS) Q3 (KRW) net 75.2tln (exp. 89.1 tln, prev. 12.0tln Y/Y), operating profit 107.4tln (prelim. 107.4tln), revenue 195.3tln KRW (prelim. 195tln)
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