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Wire · operational-macro

Samsung, SK Hynix upgrading China plants to make more advanced chips, people say

Published

21 October 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

China

◆ Source

Read at reuters.com →

◆ Verified

Fusion42 · 24 October 2026 · Fusion42 review

Samsung and SK Hynix are upgrading their Chinese plants to produce more advanced NAND memory chips with over 200 layers, despite US export control challenges affecting equipment installation and technology upgrades.

This Wire brief sits within Fusion42's coverage of Semiconductors, and 7 sources have reported it between 15 Oct 2026 and 28 Oct 2026.

◆ ◆ The Wire takeaway

You face tighter US export controls that restrict equipment upgrades in China, forcing strategic choices on where to develop advanced chips. Those tied to NAND manufacturing should plan for delays or pivot away from Chinese capacity risks.

◆ Coverage

7 sources · first reported 15 Oct 2026 · latest 28 Oct 2026

◆ Related on Wire

◆ Topics

Semiconductorssemiconductorschina-operationsus-export-controlsnand-memorysamsungsk-hynix