SK Hynix plans to make more advanced NAND chips in Dalian, but the report could not confirm every required U.S. license. Chinese rivals are gaining ground, balancing the possible benefit to SK Hynix's business outlook.
That could help SK Hynix keep pace in advanced storage chips. But some U.S. equipment needs yearly licenses, and the report could not confirm every needed approval. Chinese makers are also gaining ground, and an analyst said competition may hit SK Hynix harder than Micron. Those risks balance the possible benefit.
YMTC shipped more NAND than Micron in the second quarter, and another Chinese chipmaker is preparing to enter NAND. That points to stronger competition for Micron.
A Chinese chipmaker is preparing NAND research and has discussed the project with possible customers. The report says this could challenge SanDisk, adding a new competitive risk.
The story lists Western Digital among chipmakers affected by a broad share-price drop, but reports no new change to its sales, products, or operations. It does not change the company's business outlook.
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