China's YMTC is racing to double its NAND share by 2027, aiming to dethrone Samsung and SK Hynix. The company’s aggressive production ramp could shift the global memory balance.
SK Hynix’s $4 B Indiana fab moves from groundbreaking to a late‑2028 launch, earmarking the state as a cornerstone of America’s memory supply chain through 2030. The rollout reshapes domestic chip strategy and competitive dynamics.
SK hynix unveils a hybrid‑bonded HBM5 that hits the 775 µm wafer ceiling, while Intel secures the memory via EMIB. A looming US ban on ASML DUV tools could reshape the supply chain.
