Rumor
SK Hynix explores purchasing equipment from Intel's Dalian facility
Saturday, January 24, 2026 at 08:44 AM
SK Hynix is reportedly considering the acquisition of semiconductor manufacturing equipment from Intel's Dalian plant in China to expand its production capacity.
Context
SK Hynix is currently exploring a deal to purchase semiconductor manufacturing equipment from Intel’s facility in Dalian, China. This move follows the South Korean chipmaker’s ongoing integration of Intel’s NAND flash memory business, a multi-stage acquisition originally valued at $9 billion. By acquiring existing tools from the Dalian site, SK Hynix aims to optimize its global production footprint and reduce the significant capital expenditure and long lead times typically required for brand-new lithography and etching machinery.
The potential acquisition of this equipment is strategically significant as the industry navigates tightening export controls on advanced technology within China. Moving these assets allows SK Hynix to bolster its capacity for high-density storage products, such as enterprise SSDs, which are seeing a surge in demand due to AI infrastructure expansion. Investors should monitor the finalization of these equipment transfers through 2025, as the transition is expected to improve the company’s cost structure and manufacturing flexibility during a critical recovery period for the memory market.
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SK Hynix
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