GoKawiilIntel and SK Hynix explore U.S. memory chip manufacturing partnership
Reuters reported that SK Hynix is in early talks with Intel to produce memory chips in the United States, potentially through leasing space at Intel's Ohio plant or forming a joint venture involving cloud companies. Shares of both firms rose in premarket trading following the report, though sources cautioned no final decisions have been made.
GoKawiil's interpretation of the reporting above, not reported fact.
A deal would give Intel's struggling foundry business a marquee customer while supporting U.S. efforts to reshore chip production. However, South Korea may resist any arrangement involving advanced HBM technology, viewing it as strategically sensitive, which could complicate negotiations even as SK Hynix rides record demand from the AI boom.
- Talks remain exploratory with no firm deal in place, per Reuters sources.
- Possible structures include leasing Intel's Ohio facility or a joint venture with cloud providers.
- South Korea's government may object to sharing sensitive HBM manufacturing technology abroad.
Source: cnbc.com — Arjun Kharpal, 2026-09-16
Published there as: “Intel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing”
Read the original report → The summary and analysis above are GoKawiil's own, written from reporting by the source above. Facts and quotes belong to the original publisher.