{"id":44698,"date":"2026-08-27T20:00:00","date_gmt":"2026-08-27T18:00:00","guid":{"rendered":"https:\/\/www.chinasmartbuy.com\/blog\/samsung-sk-hynix-investimenti-nand-cina-xian-dalian\/"},"modified":"2026-08-28T23:28:00","modified_gmt":"2026-08-28T21:28:00","slug":"samsung-sk-hynix-investimenti-nand-cina-xian-dalian","status":"publish","type":"post","link":"https:\/\/www.chinasmartbuy.com\/blog\/samsung-sk-hynix-investimenti-nand-cina-xian-dalian\/","title":{"rendered":"Samsung e SK Hynix ampliano gli investimenti NAND negli impianti in Cina"},"content":{"rendered":"\n\n<style>\n  :root {\n    --red: #CC1B1B;\n    --red-light: rgba(204,27,27,0.08);\n    --red-mid: #e84040;\n    --accent-soft-bg: rgba(204,27,27,0.07);\n    --accent-soft-border: rgba(204,27,27,0.18);\n    --text: #1a1a1a;\n    --text-muted: #666;\n    --card: #ffffff;\n    --border: #ebebeb;\n    --page-bg: #ffffff;\n    --surface-soft: #fafafa;\n    --surface-contrast: #f0f0f0;\n    --line-soft: #f5f5f5;\n    --soft-label: #bbb;\n    --muted-label: #999;\n    --copy: #333;\n    --font-head: 'Bebas Neue', sans-serif;\n    --font-body: 'DM Sans', sans-serif;\n    --heading-spacing: 0.04em;\n    --heading-weight: 400;\n    --spec-header-spacing: 0.08em;\n    --quickfacts-shadow: 0 10px 24px rgba(15,23,42,0.06);\n  }\n  .fbp5-wrap,.fbp5-wrap * { box-sizing:border-box; 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gap:40px; }\n    .fbp5-section h2 { font-size:32px; }\n    .fbp5-scheda-row { flex-direction:column; }\n    .fbp5-scheda-key { width:100%; }\n    .rh-phonebox-header { padding:18px 16px; flex-direction:column; align-items:center; }\n    .rh-phonebox-hero { width:150px; height:200px; }\n    .rh-phonebox-highlights { grid-template-columns:repeat(2,minmax(0,1fr)); }\n    .rh-phonebox-colors { padding:16px; }\n    .rh-phonebox-section { grid-template-columns:1fr; }\n    .rh-phonebox-section-label { padding:14px 20px; border-right:none; border-bottom:1px solid var(--border); }\n    .rh-phonebox-section-values { padding:14px 20px; }\n    .rh-affbox-grid { grid-template-columns:1fr; }\n    .rh-affbox-col:not(:last-child) { border-right:none; border-bottom:1px solid var(--line-soft); }\n    .rh-affbox-cta { width:100%; }\n    .rh-downloadjump { align-items:flex-start; flex-direction:column; margin:-22px 0 0; }\n    .rh-downloadjump a { width:100%; }\n    .rh-downloadbox-head { flex-direction:column; }\n    .rh-downloadbox-link { width:100%; }\n    .rh-offerbox-head { flex-direction:column; }\n    .rh-offerbox-links { grid-template-columns:1fr; }\n    .rh-offer-inline-wrap { flex-direction:column; align-items:flex-start; }\n    .rh-offer-inline-cta { width:100%; }\n  }\n<\/style>\n<div class=\"fbp5-wrap rh-json-article\" id=\"rh-article-mtdgq9hm-typl4\" data-rh-article-type=\"news\" data-rh-site-profile=\"china-smart-buy\">\n  <div class=\"fbp5-intro\">\n    \n    <p>Samsung Electronics e SK Hynix continuano a investire negli impianti NAND in Cina, con l\u2019obiettivo di aumentare la capacit\u00e0 produttiva e ridurre lo squilibrio tra domanda e offerta nel mercato delle memorie flash.<\/p><p>Il focus \u00e8 su due siti strategici: la fabbrica Xi\u2019an X2 di Samsung e il secondo impianto di Dalian di SK Hynix. Nel primo caso \u00e8 previsto l\u2019arrivo di nuove apparecchiature per l\u2019incisione dei wafer, mentre nel secondo \u00e8 in programma un ampliamento della capacit\u00e0 mensile con l\u2019introduzione di macchinari chiave a partire dal 2026.<\/p>\n  <\/div><figure class=\"wp-block-image size-large\" style=\"margin:18px 0;display:block;clear:both;width:100%;position:relative;z-index:1\"><a href=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/08\/samsung-e-sk-hynix-ampliano-gli-investimenti-nand-negli-impianti-in-cina-43bdfcb1-93b2-4f63-b3b8.webp\" target=\"_blank\" rel=\"noopener\" style=\"display:block;width:100%;position:relative;z-index:2;pointer-events:auto;cursor:zoom-in\"><img decoding=\"async\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/08\/samsung-e-sk-hynix-ampliano-gli-investimenti-nand-negli-impianti-in-cina-43bdfcb1-93b2-4f63-b3b8.webp\" alt=\"\u6d88\u606f\u79f0\u4e09\u661f\u7535\u5b50\u3001SK \u6d77\u529b\u58eb\u6301\u7eed\u6295\u8d44\u6269\u5145\u5728\u4e2d NAND \u4ea7\u80fd\" loading=\"lazy\" style=\"display:block;max-width:100%;height:auto;margin:0 auto;pointer-events:auto\"><\/a><\/figure>\n  \n\n      <section class=\"fbp5-section\">\n        \n        <h2>Samsung aggiorna Xi\u2019an X2 con V-NAND di <span>nona generazione<\/span><\/h2>\n        <p>Samsung sta portando avanti l\u2019aggiornamento del processo produttivo nella fabbrica Xi\u2019an X2 gi\u00e0 dalla prima met\u00e0 del 2026. L\u2019intervento riguarda la conversione di linee pi\u00f9 datate verso la pi\u00f9 recente <strong>V-NAND di nona generazione<\/strong>, indicata con una struttura a <strong>286 strati<\/strong>, un dato importante perch\u00e9 segnala un salto diretto verso una tecnologia di fascia alta per la memoria flash.<\/p><p>Per sostenere questo passaggio, l\u2019azienda prevede di introdurre nuove apparecchiature dedicate ai processi di incisione, uno dei punti pi\u00f9 delicati nella produzione di NAND ad alta densit\u00e0. Gli ordini di acquisto per questi strumenti dovrebbero essere finalizzati entro il 2026, segnale che il progetto non \u00e8 soltanto pianificato ma sta entrando in una fase operativa pi\u00f9 concreta.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        \n        <h2>SK Hynix amplia Dalian e punta su pi\u00f9 <span>wafer al mese<\/span><\/h2>\n        <p>Sul lato SK Hynix, l\u2019investimento ruota attorno al secondo stabilimento di Dalian, dove \u00e8 prevista un\u2019espansione della capacit\u00e0 pari a <strong>30.000 wafer al mese<\/strong>. In questo caso il nodo centrale non \u00e8 tanto l\u2019aggiornamento di una singola generazione di memoria, quanto l\u2019aumento effettivo dei volumi disponibili, una leva decisiva in una fase in cui il mercato cerca maggiore equilibrio tra produzione e domanda.<\/p><p>L\u2019introduzione delle attrezzature chiave, incluse le macchine per la litografia, dovrebbe iniziare da ottobre 2026. \u00c8 un dettaglio rilevante perch\u00e9 indica una tabella di marcia abbastanza definita e suggerisce che l\u2019ampliamento dell\u2019impianto proceder\u00e0 con investimenti mirati sui passaggi produttivi pi\u00f9 sensibili.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        \n        <h2>Perch\u00e9 questi investimenti <span>NAND meritano attenzione<\/span><\/h2>\n        <p>La notizia \u00e8 significativa perch\u00e9 conferma che la Cina resta un tassello industriale importante per la produzione NAND dei grandi gruppi coreani. Samsung punta a migliorare il livello tecnologico del sito di Xi\u2019an, mentre SK Hynix rafforza la base produttiva di Dalian: due strategie diverse che convergono sullo stesso obiettivo, ci\u00f2\u00e8 aumentare la disponibilit\u00e0 di memoria flash.<\/p><p>Per chi segue il settore componenti, il dato pi\u00f9 interessante \u00e8 che gli investimenti non sembrano limitarsi alla manutenzione ordinaria degli impianti, ma riguardano sia <strong>nuove apparecchiature<\/strong> sia capacit\u00e0 aggiuntiva.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n<\/div><div class=\"rh-attribution-pills\" style=\"display:flex;gap:10px;flex-wrap:wrap;justify-content:flex-start;margin:16px 0 0\"><a href=\"https:\/\/www.ithome.com\/0\/994\/654.htm\" target=\"_blank\" rel=\"noopener\" title=\"Via: VIA\" aria-label=\"Via: VIA\" style=\"display:inline-flex;align-items:center;gap:8px;padding:10px 16px;border-radius:16px;background:linear-gradient(135deg,#fff7ed,#ffedd5);color:#c2410c;text-decoration:none;font-size:11px;font-weight:900;letter-spacing:.08em;text-transform:uppercase;border:1px solid rgba(249,115,22,.20);box-shadow:0 8px 22px rgba(249,115,22,.08)\">Via<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Samsung e SK Hynix rafforzano la produzione NAND in Cina con nuovi macchinari, upgrade di processo e pi\u00f9 capacit\u00e0 produttiva.<\/p>\n","protected":false},"author":10,"featured_media":44697,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_yoast_wpseo_focuskw_text_input":"investimenti NAND Cina Samsung SK Hynix","footnotes":""},"categories":[480],"tags":[542],"class_list":["post-44698","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-samsung"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":8}},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Samsung e SK Hynix ampliano gli investimenti NAND negli impianti in Cina<\/title>\n<meta name=\"description\" content=\"Samsung e SK Hynix continuano a investire negli impianti NAND in Cina tra upgrade tecnologici e pi\u00f9 capacit\u00e0 produttiva.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.chinasmartbuy.com\/blog\/samsung-sk-hynix-investimenti-nand-cina-xian-dalian\/\" \/>\n<meta property=\"og:locale\" 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