SK Hynix is reported to be in early talks with Intel about producing memory chips in the United States for the first time, according to multiple outlets citing Reuters and people familiar with the discussions. The companies are exploring different deal structures rather than presenting a finalized agreement.
Reporting describes possible approaches that include leasing space or capacity at Intel’s Ohio manufacturing sites. Other scenarios mentioned involve broader partnerships, potentially including additional players such as cloud firms, to support memory supply for data centers and AI infrastructure. Reuters-based coverage says the talks are at an exploratory stage and no specific production plan has been confirmed.
The outlets also note that the potential move aligns with shifting demand for memory driven by AI and with industry pressure to expand US semiconductor manufacturing. Some reports frame the prospect as helpful for Intel’s efforts to attract manufacturing customers and for its turnaround plans, while others emphasize the policy backdrop, including US government incentives and tariff threats tied to onshoring. Intel reiterates that its Ohio expansion work continues, while SK Hynix says it is examining options and has not finalized any arrangement.
