SK Hynix is reportedly in discussions with Intel to manufacture RAM chips in the U.S. for the first time, according to Reuters. The companies are considering various options, including SK Hynix leasing space at Intel’s planned Ohio factory to produce the memory chips.
The potential collaboration could also involve a joint venture that may include cloud-service providers. SK Hynix stated that no specific plans or arrangements have been finalized, and no decisions have been made regarding the two scenarios mentioned in the article.
SK Hynix, which has benefited from high demand for high-bandwidth memory RAM chips used in data centers for AI applications, is already building a $3.8 billion advanced packaging and research facility in West Lafayette, Indiana, with mass production expected to begin in 2029. The facility will use DRAM wafers made in South Korea and package them into HBM chips.
"SK Hynix is exploring various options to strengthen its global competitiveness, but no specific plans or arrangements have been finalized at this time," said the Korean semiconductor company in a statement.
The potential deal with Intel could face scrutiny at home, as Seoul holds that the decision would be up to SK Hynix, but any plan involving strategically important chip technology could trigger a government review under a law designed to prevent sensitive technology from being transferred overseas.
The White House has sought to expand semiconductor production on American soil, with the Trump administration considering broader tariffs on semiconductor imports while offering relief to companies investing in domestic manufacturing.
SK Group Chairman Chey Tae-won has signaled support for U.S. chip production, saying the company should build factories in the U.S., if feasible, alongside those in South Korea’s Honam region.
Source: techcrunch
