SK Hynix reportedly in talks with Intel to build memory chips in US
- ID
- 25034
- Status
- summarized
- Published
- 16 Sep 2026, 9:23 PM
- Fetched
- 16 Sep 2026, 9:31 PM
- Provider
- TechCrunch
- Category
- technology
- Original URL
- https://techcrunch.com/2026/09/16/sk-hynix-reportedly-in-talks-with-intel-to-build-memory-chips-in-us/
- Source URL
- https://techcrunch.com/feed/
Summary
- Score
- 4.0
- Created
- 16 Sep 2026, 9:32 PM
- Tags
- Audience
- ai_ml_learnerssaas_startup_founders
What happened
SK Hynix is in early talks with Intel to manufacture RAM chips in the U.S. for the first time, potentially leasing space at Intel's planned Ohio factory or forming a joint venture involving cloud providers. SK Hynix already has a $3.8B advanced packaging facility under construction in Indiana (mass production by 2029) but currently makes DRAM wafers in South Korea; it's unclear what memory types would be produced in Ohio.
Why it matters
HBM supply is a bottleneck for AI data center buildouts; any shift of SK Hynix production to the U.S. under tariff pressure could affect long-term pricing and availability of AI accelerator memory. Builders planning multi-year AI infrastructure should factor in potential supply reshuffling, but nothing is finalized yet—no action needed now.
Discussion angle
How U.S. tariff-driven onshoring of HBM packaging and potential manufacturing could ripple into GPU/cloud pricing for AI builders in Southeast Asia over the next 3-5 years.