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