According to The Bell, the company plans to produce 600,000 plates per month of 2026 nephews until 2023. This will allow the biggest rival to reach the Samsung level.
The key factor will be the launch of the new M15X facility in the first half of 2026. Initially, the factory will produce approximately 10,000 plates per month, but it will gradually increase volumes to 50,000.
A sharp increase in production is a tremendous demand for drama and HBM memory by AI companies. In the coming years, it is estimated that only Openai will consume 900,000 drama plates per month, which is equivalent to approximately 40% of world production.
According to SK Hynix, until 2027, HBM will receive 40% of the total company produced by the company.
Source: Ferra
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