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SK Hynix Ramps Up AI Chip Production Early
15 Jan
Summary
- New factory opening accelerated by three months to February 2027.
- SK Hynix will deploy wafers next month into M15X fab for HBM chips.
- Customers are seeking multi-year agreements for long-term supply security.

SK Hynix plans to expedite the opening of its new chip factory in Yongin, South Korea, by three months, now slated for February 2027. The company is also initiating production at its M15X fab in Cheongju next month to manufacture essential high-bandwidth memory (HBM) chips.
This accelerated production timeline aims to address the intensifying global demand for AI infrastructure components. Memory chip prices have surged dramatically, affecting the availability and cost of consumer electronics and data center build-outs, prompting a strategic shift in supply chain management.
In response to market dynamics, SK Hynix reports that customers, including major hyperscalers, are increasingly pursuing multi-year supply agreements. This contrasts with previous industry norms of shorter, one-year contracts, reflecting a heightened focus on securing long-term access to critical memory chip supplies.