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SK Hynix is evaluating construction of a new memory fabrication plant in Japan to secure its dominant position in the global HBM supply chain.
Expanding HBM manufacturing footprint outside Korea reduces geopolitical concentration risk and signals sustained hyperscaler demand outpacing current CoWoS and memory capacity.
Trade pressSlicast · August 23, 2026 at 17:40 UTC · US · Source: KED Global
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