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SK Hynix board approves $38.3B fab expansion tied to Nvidia AI-memory demand
SK Hynix's board approved roughly 54.3 trillion won (about $38.3 billion) across two Korean sites — 35.2 trillion won for a second DRAM fab in Yongin and 19.1 trillion won for a NAND plant in Cheongju. The article notes the stacked memory on Nvidia's high-end AI chips comes almost entirely from SK Hynix, framing the buildout as a bet on Nvidia-driven AI infrastructure demand rather than a formal new agreement.
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SK Hynix’s $38 billion buildout has a name attached: Nvidia Opeyemi Babalola Sun, August 9, 2026 at 11:33 PM GMT+10 5 min read SKHY NVDA Every high-end Nvidia AI chip that ships this year comes bundled with someone else's manufacturing bet. The stacked memory wrapped around each processor, the component that lets a GPU actually move data fast enough to be useful, comes almost entirely from one supplier. SK Hynix Inc. ( SKHY ) is that supplier, and on Friday it committed $38 billion to keep it that way through 2031. The company's board approved roughly $54.3 trillion won, about $38.3 billion, s…