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AI CURATED HOT STORY · 10/15/2026

SK Hynix Plans US NAND Fab to Secure Equipment Licenses for China Plant Amid AI Demand

1 reports archived1 independent sourcesupdated 10/15/2026, 22:38:35
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SK Hynix is considering building a new NAND flash factory in the US to negotiate equipment export licenses for its Dalian plant in China. The strategy aims to boost underutilized capacity in Dalian to fund the US expansion while addressing global storage chip shortages and rising prices driven by AI and cloud computing demand.

LATEST/SK Hynix is considering building a new NAND flash factory in the US to negotiate equipment export licenses for its Dalian plant in China. The strategy aims to boost underutilized capacity in Dalian to fund the US expansion while addressing global storage chip shortages and rising prices driven by AI and cloud computing demand.

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Total 1 reports · Latest first
  1. IT之家 · IT业界T2·68 pts
    • SK Hynix seeks to leverage US fab construction to secure import licenses for American equipment (Lam Research, Applied Materials) for its Dalian plant.
    • Idle capacity at Dalian's Mod B facility will be utilized to produce NAND, with proceeds funding the proposed US factory.
    • Surging AI and cloud demand has tightened storage chip supply and raised prices, driving manufacturers to expand production and adjust global layouts.