SK Hynix's Solidigm Unit Is Weighing NAND Memory Chip Factory in US, Sources Say
The proposed plant would cut reliance on a sole China factory and could help Solidigm use newer NAND technology, sources said.
- On Friday, Reuters reported that Solidigm is considering building a NAND flash memory chip factory in the US, with upstate New York emerging as a leading candidate for the site.
- The proposal follows growing pressure from the Trump administration to expand US manufacturing, as a domestic plant would reduce reliance on Solidigm's Dalian facility and shield it from potential tariffs and export curbs on chipmaking equipment to China.
- Solidigm currently uses older 192-layer NAND technology at its Dalian plant, where US export restrictions obstruct upgrades, while SK Hynix utilizes more advanced 321 and 375-layer NAND levels at its South Korean facility.
- Sources noted the project is separate from SK Hynix's discussions with Intel regarding an Ohio facility, though no final agreement exists and a potential US IPO could provide construction funding.
- Expanding US capacity aligns with persistent industry-wide chip undersupply, which SK Hynix chairman Chey Tae-won expects to continue until 2030, despite US manufacturing being more expensive than operations in Korea or China.
15 Articles
15 Articles
It is reported that Solidyme is considering establishing a NAND Flash production base in the eastern United States. This is due to the continuation of the artificial intelligence (AI) supercycle and an increase in demand for NAND after high-bandwidth memory (HBM) and D-RAM. According to the industry on the 18th, Solidime is inspecting the site and detailed conditions to build a NAND mass production line in the eastern United States. Solidyme wil…
(Seoul = Yonhap News) Reporter Cho Seong-heum = It has been reported that SK Hynix subsidiary Solidigm is considering establishing a NAND flash production base in the eastern United States.
Apple Supplier SK Hynix's Solidigm Weighs a Second US Chip Plant, This Time for NAND
Apple Supplier SK Hynix’s US-based subsidiary Solidigm is weighing a second American factory just two days after news broke of the company’s talks with Intel. This one would make NAND flash memory, and upstate New York has emerged as the... Read more at Apple Supplier SK Hynix’s Solidigm Weighs a Second US Chip Plant, This Time for NAND
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