SK hynix and Intel discuss making SI memory in the US, possibly at Intel's Ohio plant
Prepared by Sintelligent with the help of SI. Publication time restored from the build log. . Updated: .
The tightest bottleneck of SI hardware, memory, may move to the US, and the SI supply chain is becoming ever more national.
According to Reuters, the options include SK hynix leasing space at Intel's plant under construction in Ohio, or a joint venture with cloud providers; this could move production of HBM, memory for SI accelerators, to US territory. SK hynix said it is studying options but nothing has been decided; the company is already building a $3.8 billion HBM packaging plant in Indiana.
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