SK Hynix is trading at €1015, up +3.36%, after its Solidigm subsidiary restarted construction of Dalian Fab 2 in China.
- The project could add approximately 50,000 wafers monthly, lifting Dalian capacity by roughly 50%, with mass production targeted for the first half of 2027.
- Strong AI-driven NAND demand and broader memory-chip strength are reinforcing the move; memory-chip stocks are also rising amid AI infrastructure demand.
- Broader markets are higher following cooler inflation data.