It is reported that SK Hynix has started the expansion of M16 wafer fab, aiming to increase the company's DRAM memory production capacity by about 18%

According to news from this website on August 14, comprehensive Korean media "Seoul Economic Daily" (29th last month) and "Chosun Ilbo" (13th this month) reported that SK Hynix has ordered key equipment from upstream equipment companies, aiming to increase M16 Fab's HBM and general DRAM memory capacity. Note from this site: SK Hynix’s M16 wafer fab is located in Icheon, Gyeonggi Province, South Korea. It currently has a DRAM production capacity of approximately 100,000 12-inch wafers per month.

▲ Two Korean media reports on the specific expansion of SK Hynix’s Icheon campus are slightly different: "Seoul Economic Daily" believes that it is at least 70,000 wafers per month, and also mentioned 80,000 wafers per month; "Chosun Ilbo" believes that it is 80,000 to 100,000 wafers per month.
Analyst agency Omdia previously estimated that SK Hynix's DRAM memory production capacity will reach 440,000 wafers per month this quarter, which is equivalent to 18.2% of the overall production capacity based on a monthly expansion rate of 80,000 wafers.
Unlike Samsung, which has a large amount of vacant space in the Pyeongtaek factory, the only way for SK Hynix to increase DRAM production capacity before the completion of mass production of the Cheongju M15X fab in November 2025 is to make full use of the remaining space in the Icheon M16 and M14 factories and upgrade process.
The Seoul Economic Daily stated that SK Hynix aims to complete laboratory testing of the next-generation 1c nm DRAM memory as early as this month, launch trial production of 1c nm DRAM in the second quarter of 2025, and start corresponding equipment installation at the Cheongju M16 factory by the end of next year.

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