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Samsung ramps Xi'an NAND investment amid AI memory demand and U.S. curbs

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Samsung is expanding capacity and investment in its China NAND operations despite U.S. export curbs, with its Xi’an plant producing about 40% of total NAND flash. In 2025, Samsung’s equity investment in Xi’an surged 68% to 465.4 billion won to upgrade production lines, after a 2020–2023 pause, as AI boosts demand and margins for older chips.

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