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[BUSINESS] · United States, South Korea · 21 sources

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SK hynix explores U.S. memory chip production through Intel partnership

SK hynix is in exploratory discussions with Intel regarding a potential partnership to establish memory chip production in the United States. The talks aim to address the surging demand for memory components driven by artificial intelligence and data center expansion.

Several scenarios are being considered. One option involves SK hynix leasing space within Intel’s planned manufacturing complex in Ohio. Another possibility is the formation of a joint venture between Intel, SK hynix, and major cloud computing companies to secure a stable supply of memory chips.

While the deal could provide financial relief for Intel’s Ohio project and align with U.S. efforts to boost domestic semiconductor manufacturing, significant obstacles remain. The South Korean government may scrutinize or oppose the move if it involves transferring sensitive “national core technology,” such as high-bandwidth memory (HBM) or DRAM. Additionally, manufacturing in the U.S. presents higher labor and construction costs compared to Asia.

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Indiana · Intel · Ohio · Reuters · SK Hynix · South Korea · United States

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about 12 hours ago
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