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Story summary
- SK hynix shares rose over 3% premarket after reports of China fab upgrades on Oct 21, 2026.
- SK hynix and Samsung plan China fab upgrades to produce advanced NAND and DRAM for AI data-center demand.
- U.S. export-control approval is required for the China fab upgrades.
- SK hynix agreed to a 10% price hike on ASML spare parts starting 2027, adding long-term cost pressure.