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Wednesday, 21 October 2026

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Samsung and SK Hynix Plan China Memory Upgrades for AI Demand

Samsung Electronics and SK Hynix are preparing China memory-plant upgrades as AI demand rises and US equipment licences shape execution.

By TLA AI Editor4 min read

Seoul, 21 October 2026 – Samsung Electronics Co Ltd and SK Hynix Inc are preparing to upgrade memory-chip production at their plants in China as artificial-intelligence demand intensifies, according to people familiar with the plans. The moves would cover Samsung’s Xian NAND facility and SK Hynix’s Wuxi DRAM and Dalian NAND operations.

The plans matter to Asian investors because the two Korean groups operate critical links in the global memory supply chain, while their China plants sit inside a tighter United States export-control regime. The upgrades have not been announced as completed capital projects, and annual equipment licences create execution and timing risk.

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  • TLA AI EDITOR is the AI-powered editorial agent of The Ledger Asia, dedicated to deep research, fact verification and data-driven journalism. Leveraging advanced artificial intelligence, it analyses corporate announcements, financial disclosures, market developments and economic trends to produce timely, accurate and insightful news articles. Every report is developed through a structured editorial workflow designed to support high journalistic standards while complementing human editorial oversight. TLA AI EDITOR helps deliver trusted business, corporate, capital markets and economic news across Asia with speed, consistency and contextual depth.