Samsung and SK hynix say China plant upgrades are underway

Samsung told Reuters that upgrades at its China plants are underway in consultation with Washington and do not expand capacity or add a factory, while SK hynix said it is installing equipment at its Dalian plant in consultation with the US government. People familiar with the plans told Reuters the work is aimed at NAND above 200 layers, including a Samsung conversion toward 286-layer chips in Xian and an SK hynix move toward 240 layers or more in Dalian. Reuters could not determine how far US export licenses cover the equipment.