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hot_img SK Hynix will expand its NAND production capacity in Dalian by about 50%, with the second factory in Dalian expected to start production in the first half of next year

SK Hynix has restarted the construction of its second NAND flash memory factory in Dalian, expecting to increase the monthly production capacity in the region by about 50%. The new production line is designed for a monthly capacity of approximately 50,000 wafers, combined with the existing Dalian Plant 1's monthly capacity of 100,000 wafers, bringing SK Hynix's total NAND production capacity in China to about 150,000 wafers per month. The factory began construction four years ago but was paused due to the downturn in the memory chip market and U.S. export restrictions on equipment to China, having only completed the structural framework.The investment in Dalian Plant 2 is driven by SK Hynix's NAND subsidiary Solidigm, with equipment installation expected to start as early as November this year, and plans to establish a mass production system in the first half of next year. Driven by the expansion of AI data centers, demand for enterprise-level SSDs has surged, with NAND prices rising nearly tenfold compared to a year ago, prompting the restart of investments. SK Hynix will adopt a dual-track strategy: the Dalian factory will use Intel's mature floating gate architecture to produce NAND at the hundred-layer level, while domestic factories like Cheongju M17 will focus on advanced NAND production of over 300 layers, the latter having announced an investment of 19.1 trillion won. Industry insiders expect that the equipment configuration of Dalian Plant 2 will be similar to that of Plant 1, maintaining a monthly production capacity in the range of 40,000 to 60,000 wafers.

The UK Parliament's All-Party Group on Crypto Assets has written to major banks requesting clarification on account and payment restrictions for crypto businesses

The UK Parliament's Crypto and Digital Assets APPG co-chair Gurinder Singh Josan and Lord Vaizey of Didcot have written to the CEOs of all major UK banks, requesting clarification on how they treat cryptocurrency and digital asset businesses. The letter raises six questions regarding the banks' current policies, whether they provide services to crypto businesses, related transaction restrictions and their determining factors, and whether they have adjusted their practices since the UK Financial Conduct Authority (FCA) regulatory regime came into effect.The group stated that many crypto businesses find it difficult to open bank accounts in the UK, and some banks restrict related payments. This letter stems from the parliamentary inquiry into access to banking services launched on July 21, with written submissions due by August 31. A January survey by the UK Crypto Asset Business Council indicated that the proportion of transactions blocked or delayed by banks when transferring to crypto exchanges is estimated to be as high as 40%. HSBC, NatWest, Monzo, and Nationwide limit the amount transferred to crypto exchanges each month to between £5,000 and £10,000, while Starling and Chase UK prohibit such transfers altogether. Lucy Rigby, the Economic Secretary to the Treasury, stated that the government does not want FCA-licensed businesses to be restricted by banks solely because of their industry; the FCA completed the relevant rules in June, and the regime will be enforced from October 2027.

hot_img Changxin Storage's DDR5 yield has exceeded 90%, with varying attitudes among PC manufacturers: Dell has banned it, HP has restricted it to China, while Asus and Acer have already adopted it

According to reports from Fast Technology, Changxin Memory's 17nm DDR5 chip yield has surpassed 90%, which is only about 2 percentage points lower than Samsung's same-generation products at 92% to 93%, marking a technical indicator that has entered the global first tier. Several major PC manufacturers have completed certification for Changxin DRAM chips around mid-year and have begun to incorporate them in small batches into certain laptops.The strategies adopted by different brands show significant differences: Dell has completely banned the use of Changxin chips; HP restricts their use to the mainland China market; Acer and ASUS have incorporated them into models aimed at the mainland China and emerging markets. Currently, the impact of Changxin products on the overall market prices of the three major memory giants remains limited, mainly because Samsung, SK Hynix, and Micron are currently more inclined to supply LPDDR5, while Changxin's current strategic focus is on expanding DDR5 shipments. Executives from PC companies have stated that the three major manufacturers hold over 90% of the global DRAM market share, and large-scale adoption must be approached with high caution. Currently, the number and usage of models using Changxin chips are quite limited.
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