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SK hynix to expand production capacity in China as it mulls Solidigm IPO, report claims — second phase of fab could boost local production by 50%
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SK hynix is expanding Solidigm's NAND production capacity in China by roughly 50% and considering a NASDAQ IPO for the subsidiary to fund the growth.
Data center SSD supply constraints may ease by 2027 as Solidigm brings additional wafer capacity online, potentially improving availability and pricing for high-capacity storage. The expansion depends on U.S. export licenses valid only through 2026, creating a narrow window for equipment installation and leaving long-term access uncertain.
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Solidigm's Dalian fab second phase adds approximately 50,000 wafer starts per month to the existing 100,000 WSPM, targeting mass production in the first half of 2027.
U.S. government licenses allowing shipment of semiconductor production equipment to Chinese fabs expire in 2026, enabling near-term upgrades but leaving long-term access uncertain.
A potential Solidigm IPO on NASDAQ could raise up to $7 billion to fund capacity expansion while SK hynix retains control.
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