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The more important signal in SK hynix’s Dalian Phase 2 expansion is not the near-term capacity addition, but its timing. Equipment installation is reportedly planned for H2 2026, with roughly 30,000–50,000 wafers per month added in H1 2027. Enterprise SSD demand from AI data centers is supporting a tight NAND market today. Yet expansion across China and Korea means 2027 could test whether that demand is durable enough to absorb fresh supply without ending the memory upcycle. My read: execution matters, but demand visibility will matter more. Not advice, just analysis. #SKHynixNANDExpansion