According to a report from Tom's Hardware, SK hynix and Intel are discussing the possibility of producing high-bandwidth memory (HBM) in the United States. The talks are said to involve two main paths: leasing Intel's planned Ohio fabrication plant or creating a joint venture with other AI hyperscalers. Such a move would bring HBM production closer to US-based AI chip customers, potentially reshaping memory supply chains.
Neither company has confirmed the discussions. The report notes that SK hynix could be put in a precarious position as trade negotiations between Seoul and Washington continue, since any public commitment to US manufacturing might complicate those talks. The source does not provide further details on timelines, investment amounts, or which hyperscalers might participate.
The report is based on unnamed sources, so the details remain unverified. If the talks progress, they would mark a significant step in onshoring advanced memory production, but for now the situation is speculative and subject to diplomatic and corporate considerations.