SK hynix Reportedly Plans 2027 NAND Output Boost at Solidigm’s Dalian Fab

SK hynix is reportedly restarting expansion planning around Solidigm's NAND flash fab in Dalian, China. TechPowerUp says the company plans to lift monthly output at the site from about 100,000 wafers to roughly 150,000 in 2027. The report also says Solidigm will add floating-gate 3D QLC NAND with more than 200 active storage layers, aimed at high-capacity enterprise SSDs. The RamTrend read-through is supply-side. More wafers from Solidigm could help enterprise SSD availability and add pressure against NAND price increases in 2027, especially if broader supply and demand move back toward balance. The caveat is scale: the report describes the increase as only a small slice of global NAND demand, so the market impact depends on whether AI, server, and high-capacity SSD demand keeps absorbing new supply.