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SK hynix to expand production capacity in China as it mulls Solidigm IPO, report claims - second phase of fab could boost local production by 50%. Published 1 hour ago More high-capacity SSDs from Solidigm incoming. SK hynix has resumed investments in its fab in Dalian, China, which is operated by its Solidigm subsidiary, and plans to boost its output by 50% already in 2027, reports Sedaily. Coincidentally, the company is mulling listing some of Solidigm's shares on NASDAQ to raise capital, but to retain control over its North America-based subsidiary, according to The Korea Herald. Go deeper with TH Premium: Memory After SK hynix acquired Intel's 3D NAND and SSD business in 2021 and formed its Solidigm subsidiary shortly after, it suspended any expansions of Solidigm's capacity in China partly due to the memory market downturn in 2022 - 2023 and partly due to U.S. export controls that curb exports of advanced fab tools to China. However, as demand for solid-state storage is setting records in general and demand for Solidigm's high-capacity SSDs is exceptionally strong, SK hynix is reconsidering its capacity plans for the Dalian fab just in time for Solidigm's initial public offering. Following a four-year pause, Solidigm has reportedly resumed investment in its Dalian facility in China this year. The company has completed construction of the second phase of the fab and is preparing to start installing production equipment as early as November, the report claims. The facility is expected to begin mass production of floating gate 3D NAND flash in the first half of 2027, if the report is accurate. Latest Videos FromTom's Hardware How to check SSD health in Windows 10 and Windows 11 0 seconds of 1 minute, 25 seconds Volume 0% The second phase of Solidigm's fab in Dalian is reportedly designed for a wafer output capacity of around 50,000 wafer starts per month (WSPM). Combined with approximately 100,000 WSPM at the existing first phase of the facility, the new phase would boost Solidigm's NAND production capacity in Dalian by roughly 50%, to around 150,000 WSPM. Late last year, the U.S. government granted SK hynix and Samsung annual licenses to ship semiconductor production equipment that contains technologies developed in America to their Chinese fabs through 2026, which replaced their previous open-ended Validated End User (VEU) exemptions. As a result, both companies can now upgrade their fabs in the People's Republic and even use new process technologies there. Solidigm, for example, intends to start making floating gate 3D QLC NAND memory with over 200 active layers at its Dalian facility in the second half of 2026, which was made possible by the timely tool upgrades. The additional capacity will further increase bit output of the Dalian campus, which in turn will enable Solidigm to produce its 245TB-class SSDs due to be introduced in the coming months in decent quantities, sometimes in 2027. Solidigm, which controls roughly a quarter of the data center-grade SSD market, is a crown jewel in SK hynix's portfolio as it makes unique products that are sold at a premium and are in high demand. Listing Solidigm on NASDAQ would enable SK hynix to gain capital (up to $7 billion, if unofficial reports are correct), but retain control over the precious asset. The money that SK hynix will raise should be roughly enough to expand Solidigm's capacity and increase output of premium data center-grade solid-state drives. Get Tom's Hardware's best news and in-depth reviews, straight to your inbox.

SK hynix to Boost NAND Flash Production in China by 50% in 2027. SK hynix is reportedly continuing to invest capital, human resources, and strategic planning into its NAND Flash fab in China. According to recent reports, SK hynix plans to incre... SK hynix is reportedly continuing to invest capital, human resources, and strategic planning into its NAND Flash fab in China. According to recent reports, SK hynix plans to increase production at its plant in Dalian, China, by 50% in 2027 to meet the rising demand for NAND Flash. This fab is owned and operated by its NAND subsidiary, Solidigm, which is finally resuming expansion in mainland China after a four-year project freeze. In 2021, when SK hynix acquired Intel's 3D NAND and SSD business, it formed Solidigm to focus on this area of production. However, export controls and a downturn in the NAND Flash market halted any expansion plans that Solidigm and SK hynix had in China, effectively stopping strategic planning from the headquarters. Currently, Solidigm produces about 100,000 wafers per month of NAND Flash, so a 50% increase in 2027 would raise production to approximately 150,000 wafers per month. Solidigm will also begin producing its floating gate 3D QLC NAND Flash, which will feature over 200 active storage layers per chip. This advancement will enable multi-terabyte SSDs for enterprise use, which is currently the primary consumer of these solutions. With global NAND Flash production expected to finally balance with demand in 2027, this introduction will be a welcome addition, though it represents just a small fraction of the global NAND Flash demand. Read full story Quer ajuda para escolher? Fale com um especialista e receba recomendação direta para o seu uso. WhatsApp 19 98751-0267

CoreWeave locks in storage with Solidigm. CoreWeave secures multi-year enterprise SSD capacity deal with Solidigm to ensure its AI cloud infrastructure scales with customer demand. Visual TL;DR. AI Cloud Demand Surges leads to Storage Bottleneck. Storage Bottleneck addresses CoreWeave Solidigm Deal. AI Cloud Demand Surges drives CoreWeave Solidigm Deal. CoreWeave Solidigm Deal ensures Guaranteed SSD Capacity. Guaranteed SSD Capacity supports Full-Stack AI Cloud. Full-Stack AI Cloud enables Unified Platform Promise. Unified Platform Promise so Customers Focus AI. * AI Cloud Demand Surges: CoreWeave's AI cloud platform experiencing rapid expansion in customer demand * Storage Bottleneck: critical storage layer increasingly becoming a constraint in AI development and deployment * CoreWeave Solidigm Deal: multi-year strategic agreement for dedicated enterprise SSD capacity with Solidigm * Guaranteed SSD Capacity: securing priority access to storage CoreWeave's roadmap depends on for growth * Full-Stack AI Cloud: maintaining a fully integrated infrastructure stack, including the storage layer * Unified Platform Promise: customers don't need to piece together their own infrastructure, storage included * Customers Focus AI: allowing customers to focus on building their AI instead of managing infrastructure Visual TL;DR CoreWeave has inked a multi-year strategic agreement with Solidigm, a move designed to guarantee dedicated enterprise solid-state drive (SSD) capacity for its rapidly expanding AI cloud platform. The announcement, made on August 5, 2026, highlights CoreWeave's commitment to maintaining a fully integrated infrastructure stack as demand for its services surges. This CoreWeave Solidigm storage agreement positions the company to better manage the critical storage layer, which has increasingly become a constraint in AI development and deployment. Sachin Jain, COO of CoreWeave, emphasized that the agreement allows the company to fulfill its promise of providing a unified platform where customers don't need to piece together their own infrastructure. "Storage is part of that promise," Jain stated. "This agreement gives us priority access to the storage our roadmap depends on, allowing customers to focus on what they're building instead of the infrastructure underneath it." The deal with Solidigm, a company with a significant legacy in enterprise data storage and a subsidiary of SK hynix Inc., ensures CoreWeave has priority allocation of enterprise SSD capacity, a crucial factor as AI adoption accelerates and industry-wide storage supply tightens. Addressing the Storage Bottleneck. The acceleration of AI development, particularly with frontier models, places immense pressure on every component of the compute stack. While GPUs and high-speed networking often capture headlines, the underlying storage infrastructure is equally vital. Large language models and complex training datasets require vast amounts of data to be accessed quickly and efficiently. Without sufficient, high-performance storage, even the most powerful compute clusters can languish, waiting for data. This agreement with Solidigm directly addresses that potential chokepoint, ensuring that as CoreWeave scales its GPU and CPU compute offerings, its storage capabilities keep pace. This strategic move is particularly relevant given the intense competition in the AI cloud infrastructure space. CoreWeave, which StartupHub.ai data shows has a score of 67/100, is competing against players like Nebius (85/100) and Applied Digital (70/100). While CoreWeave has focused on building an integrated, purpose-built AI platform, securing foundational resources like storage capacity through direct, long-term agreements offers a distinct competitive advantage. It signals a mature approach to infrastructure planning, moving beyond simply acquiring capacity to strategically guaranteeing it. The Full-Stack AI Cloud imperative. CoreWeave has long championed an AI-native platform that integrates compute, networking, and storage. This philosophy is reflected in their product offerings, which include everything from NVIDIA GPUs (Vera Rubin, Blackwell, Hopper, Ada Lovelace) to bare metal servers, distributed file storage, and managed Kubernetes. The Solidigm agreement is a natural extension of this strategy. By securing a foundational element like storage directly from a major supplier, CoreWeave strengthens its position as a comprehensive provider, reducing reliance on fragmented third-party solutions and offering customers a more cohesive, performant experience. Paul Palonsky, EVP and head of global sales at Solidigm, highlighted the strategic alignment. "Long-term supply commitments are becoming a strategic advantage of staying ahead of demand, and this agreement aligns to that vision," he said. "This agreement reflects the confidence Solidigm has in CoreWeave's growth and its position as a full-stack AI cloud provider." Solidigm's own expertise in enterprise data storage, spanning decades of product leadership, makes them a logical partner for an AI cloud provider aiming for deep integration and reliability. Why this matters for AI pioneers. For AI developers and enterprises building complex models, the reliability and scalability of their underlying infrastructure are paramount. The CoreWeave-Solidigm partnership means that customers can potentially move from experimentation to production faster, with fewer infrastructure-related surprises. It alleviates concerns about storage availability and performance, allowing teams to concentrate on model development, training, and deployment. In an industry where time-to-market is often critical, ensuring that every layer of the infrastructure is robust and readily available is a significant competitive advantage for both CoreWeave and its clients. (C) 2026 StartupHub.ai. All rights reserved. Do not enter, scrape, copy, reproduce, or republish this article in whole or in part. Use as input to AI training, fine-tuning, retrieval-augmented generation, or any machine-learning system is prohibited without written license. 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