Wire · operational-macro
[News] Samsung, SK hynix Reportedly Push China NAND Upgrades Beyond 200 Layers as ...
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Fusion42 · 22 October 2026 · Fusion42 review
Samsung and SK hynix are upgrading their Chinese NAND production facilities to exceed 200 layers, with Samsung targeting 286-layer V9 NAND in Xi’an and SK hynix seeking to produce 300-plus-layer NAND in Dalian amid competition from Chinese chipmaker YMTC. These upgrades face regulatory challenges due to U.S. export restrictions requiring annual licenses for U.S.-made equipment use and technology upgrade approvals.
This Wire brief tracks SK hynix, and It sits within Fusion42's coverage of Semiconductors, and 7 sources have reported it between 15 Oct 2026 and 28 Oct 2026.
◆ ◆ The Wire takeaway
The upgrade race in Chinese NAND production opens opportunities to supply new chip technologies despite US export limits. If you supply chipmaking equipment or materials, start engaging with Samsung and SK hynix as their upgrade plans in China need local specialised partners more than ever.
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7 sources · first reported 15 Oct 2026 · latest 28 Oct 2026
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