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AI demand pushes SK Hynix to plan triple wafer capacity

SK Hynix plans to triple wafer-production capacity by 2034 as the memory maker expects AI-driven demand to more than triple.

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SK Hynix is planning to triple its wafer-production capacity by 2034 in response to the AI infrastructure boom. The memory maker says it expects demand to more than triple, underscoring how sustained demand for high-bandwidth memory and related components is reshaping long-term semiconductor investment. The plan is a concrete capacity response to AI compute growth, not merely a forecast about future demand.

Key details: Published June 12, 2026, Plans to triple wafer capacity by 2034, Expects demand to more than triple, Expansion is tied to AI infrastructure demand.

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