AI’s Memory Chip Crunch Is Getting Serious — SK Hynix Speeds Up New Fabs as Phone Price Warnings Spread
SK Hynix will open its Yongin chip fab in February 2027, ahead of schedule, and start wafer production at its new M15X facility next month to boost high-bandwidth memory output for AI. Nothing CEO Carl Pei warned rising memory costs could force 2026 phones to increase prices or lower specs. Retail investors have poured into memory and storage stocks as AI demand drives prices higher.