SK Hynix Decides on 54 Trillion Won Investment in Yongin Y2 and Cheongju M17

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SK Hynix Decides on 54 Trillion Won Investment in Yongin Y2 and Cheongju M17

Published2026.08.10 12:00

Simultaneous expansion of new DRAM and NAND fabs...Y2 scheduled to open first cleanroom in 2029, M17 in 2028

SK Hynix will construct new fabs in Yongin and Cheongju respectively to secure mid to long-term production capacity in response to expanding AI demand. The combined investment scale across the two sites amounts to 54 trillion won, simultaneously expanding DRAM and NAND production infrastructure.

SK Hynix announced on the 10th that it decided to invest 35.2 trillion won in the Yongin DRAM fab 'Y2' and 19.1 trillion won in the Cheongju NAND fab 'M17' through a board resolution. This decision is part of the company's step-by-step implementation of the mid to long-term investment strategy announced in June, and follows up on plans to invest 600 trillion won in the Yongin semiconductor cluster and 100 trillion won in the Cheongju production base.

Market research firm Omdia projects that DRAM and NAND demand will grow at an average annual rate of 19% from last year through 2030. SK Hynix explains that it views this not as a temporary demand increase, but as a structural change resulting from memory becoming a core infrastructure that determines AI performance.

Yongin Y2 and Cheongju M17 Construction Schedule

Y2 is the second of four fabs to be sequentially constructed in the Yongin semiconductor cluster, and is a DRAM facility with a total floor area of 341,000 pyeong. Construction will commence in July next year with plans to open the first cleanroom in June 2029, producing next-generation DRAM including HBM. Investment will be executed in phases through October 2031. The first phase power and water supply infrastructure in the Yongin cluster is nearing completion with a current progress rate of 99%.

M17 is a NAND-dedicated fab to be constructed at the Cheongju campus with a total floor area of 206,000 pyeong. Since M11, M12, and M15 NAND fabs are already operating in Cheongju, linkage with existing infrastructure is possible. Construction will begin in February next year with plans to open the first cleanroom in December 2028, and the investment period extends through April 2031.

Demand-Linked Production Capacity Expansion Policy

SK Hynix will proceed with fab construction on schedule, but will sequentially execute cleanroom expansions and equipment deployment in line with actual demand trends to enhance investment efficiency.

An SK Hynix official stated, "This investment is a decision to keep pace with market growth speed and not miss those opportunities," and added, "Through proactive production capacity securing, we will position ourselves as a key partner of AI infrastructure that contributes to stabilizing the global AI semiconductor supply chain."

#AI #SK하이닉스 #D램 #낸드 #HBM #반도체 팹 #용인 Y2 #청주 M17

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