What does the Yongin investment change for SK Hynix?

The company plans about HK$117 billion (US$15 billion) for a new fab and pulled the first cleanroom start to February 2027 from May 2027. That can speed HBM-focused capacity, bring earlier yield learning, and support premium mix. Faster qualifications may lift revenue timing if supply chains and customer tests stay on schedule.

How could DRAM prices influence near-term performance?

Firmer DRAM prices improve blended average selling prices and can expand margins, especially if HBM shipments ramp as planned. If pricing weakens or mix skews back to commodity DRAM, profitability could soften. Investors should track contract trends, inventory days, and any signals of supply additions that might weigh on pricing.

What are key risks to watch with the accelerated plan?

Execution risk around tool install, yields, and qualification is high. Advanced packaging materials and substrate supply can bottleneck ramps. Competitive responses from other memory makers, currency volatility, and potential export restrictions could also affect schedules, pricing, and demand visibility. Monitoring quarterly capex updates and customer commentary can help gauge risk.

How can Hong Kong investors gain exposure to SK Hynix?

Investors can use HK brokers that provide access to the Korea Exchange, while considering KRW-HKD currency effects and trading costs. Some regional funds and ETFs hold Korean semiconductors, though allocations vary. Review fund factsheets, costs, and holdings. Always assess risk tolerance, time horizon, and diversification before building a position.

Global Market Insights

000660.KS Stock Today: $15B Korea Fab Speeds HBM Output — February 27

ByHuzaifa Zahoor February 26, 2026February 26, 2026

SK Hynix stock is in focus for Hong Kong investors after the company confirmed about HK$117 billion (US$15 billion) for a new Yongin fab in South Korea. The first cleanroom will start earlier, now targeted for February 2027 instead of May 2027, to meet rising HBM memory needs from AI data centers. For 000660.KS, the faster schedule points to higher premium capacity, potential margin support as DRAM prices firm into year-end, and a clearer production roadmap. We outline what this could mean for earnings resilience, catalysts, and risks.