TREE NEWS reports: Solidigm, the NAND flash subsidiary of South Korea’s SK Hynix, is considering building its first NAND flash memory factory in the United States, Yonhap reported. No site, investment figure or timeline was disclosed. Solidigm was formed after SK Hynix acquired Intel’s NAND and SSD business.
SK Hynix unit Solidigm weighs first NAND flash plant in US
AI take
The significance here is less about capacity than about geography: NAND supply has long been concentrated in East Asia, and a US-based plant would insert a Korean-owned producer directly into American semiconductor supply-chain policy. Solidigm's Intel lineage makes it the most plausible vehicle for such a move, since the business already carries US heritage. With no site, figure or timeline disclosed, the open question is whether this remains a study or becomes a commitment.
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