SK Hynix has kicked off early discussions with Intel about possibly producing memory chips in the U.S. The companies are weighing several ways to set up shop stateside, but nothing's been decided yet.

Possible Partnership Structures

Options on the table include leasing part of Intel’s new manufacturing campus in Ohio or launching a joint venture with Intel and major cloud providers. The project might need approval from South Korean regulators if it moves forward.

AI and Memory Market Context

SK Hynix makes DRAM and NAND chips, and is also a top supplier of high-bandwidth memory (HBM) used in AI processors. Setting up production in the U.S. could help diversify manufacturing locations and make supply chains for AI infrastructure more resilient, but details and timelines are still up in the air.

What’s Next

Talks are still in the early stages. Both companies are looking at different project setups and possible regulatory hurdles. No concrete decisions or launch dates have been announced.