Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing
- ID
- 24993
- Status
- summarized
- Published
- 16 Sep 2026, 9:42 PM
- Fetched
- 16 Sep 2026, 10:35 PM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/09/16/intel-sk-hynix-us-memory-chips.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 2.0
- Created
- 16 Sep 2026, 11:42 PM
- Tags
- Audience
- developersai_ml_learnerssaas_founders
What happened
Reuters reported that SK Hynix is in exploratory talks with Intel to manufacture memory chips in the U.S. for the first time, potentially leasing part of Intel's Ohio facility or forming a joint venture with cloud firms. Intel shares rose 5% and SK Hynix's Nasdaq-listed shares rose 3% on the news, but no decisions have been made and both companies declined to comment.
Why it matters
For this audience, the practical impact is near-zero in the short term. The talks are exploratory with no decisions made, and even if a deal materializes, it would affect memory chip supply chains years out—unlikely to change any tooling, infrastructure, or pricing decisions for builders in Malaysia or Southeast Asia today.
Discussion angle
Whether long-term shifts in U.S.-based memory manufacturing could eventually affect AI hardware costs or cloud pricing in Southeast Asia—but this is speculative and not actionable today.