Samsung and SK Hynix Expand China NAND Capacity; Xi'an and Dalian Plants to Ramp Up by Year-End

With surging demand for AI servers, South Korea's two memory chip giants are accelerating their bets on China-based production lines. Samsung Electronics is upgrading its Xi'an plant into a mass-production base for 280-layer V9 NAND, targeting a monthly output of 50,000 wafers, with supplementary investment orders landing by year-end. SK Hynix is simultaneously speeding up expansion at its second Dalian plant, aiming for a monthly production capacity of 30,000 wafers.