SK Hynix: 2027 Capex to Rise Significantly vs 2026

The signal here is less the number than the direction: a memory maker is already flagging a step-up in spending two years out, which suggests management expects demand to hold rather than fade after the current cycle. Because SK Hynix gave no figure or breakdown, the disclosure says more about confidence in the demand outlook than about any specific capacity plan. What matters next is whether that intent firms into disclosed figures or gets trimmed as the cycle evolves — an open question, not a settled one.