Upstate New York has emerged as the front-runner for a flash memory fab that SK hynix’s storage arm is considering building on American soil.
Reuters, citing three people familiar with the matter, reported the plan on September 18 and stressed that nothing is signed.
The plant would sit under Solidigm, the subsidiary assembled from Intel’s former NAND business. Today its flash comes from a single site in Dalian, China.
A US line would change the shape of that business rather than just add volume. It would cut exposure to American tariffs and to export controls on chipmaking equipment shipped to China, the people said.
SK hynix answered cautiously, saying its unit is reviewing options to sharpen competitiveness and that no specific plan is confirmed. Similar wording appeared in August when reporters asked about a possible Solidigm stake sale or listing.
Reuters placed the New York idea apart from SK hynix’s separate, unresolved talks with Intel over producing memory at the stalled Ohio campus. The company has formally denied wanting to buy that land and fab outright.
Shares barely moved on the story, rising about 1.4 percent in Friday premarket trade to sit near $186, a move that tracked a month-long advance rather than the headline.
If it happens, the site would put flash output close to American cloud and device buyers while supply stays tight and prices climb.
