GoKawiilSK hynix ties US NAND fab pledge to China export licenses, Reuters reports
SK hynix's Solidigm unit is reportedly linking a proposed 3D NAND fab investment in the U.S. to Washington approving more equipment export licenses for its Dalian, China facility. The Dalian plant, which makes 192-layer NAND for Solidigm's data-center SSDs, relies on U.S. toolmakers Applied Materials, KLA and Lam Research, whose shipments need government licenses. The Commerce Department approved limited 2026 shipments last December but has not yet authorized exports for 2027, according to Reuters.