SK Hynix will invest ₩600 trillion won (US$407 billion) in its Yongin semiconductor campus in South Korea, media report, up from an original plan of ₩120 trillion, or ₩30 trillion each for four fabs. Bigger fabs and expensive production line equipment are key reasons for the change, as the clean room area of the first fab, already being built, was expanded by over 50%. Bigger clean rooms can hold more production machinery, such as ASML EUV lithography machines, but also command high prices. SK Hynix sees expansion as necessary to maintain its dominance in AI memory chips. Its monthly DRAM production is 450,000 12-inch wafers, compared to 650,000 at rival Samsung. $HXSCL #SKhynix $ASML(ASML.US) $Tokyo Electron(TOELY.US) $Applied Materials(AMAT.US) $KLA(KLAC.US) $Lam Research(LRCX.US) $Micron Tech(MU.US) $SSNLF #semiconductors

Source: Dan Nystedt