SK Hynix's Solidigm Weighs a US NAND Flash Fab as AI Storage Demand Climbs
Reuters·low signal
Reuters reports Solidigm, SK Hynix's NAND subsidiary, is exploring US-based NAND flash manufacturing on AI-driven demand. This is a separate track from the SK Hynix-Intel Ohio DRAM talks reported a day earlier, and points at storage rather than memory as the next constrained layer. Early-stage and sourced to people familiar, with no site, timeline or capex figure attached.