NuAxiSemiconductor trade intelligence
Intel and SK hynix Could Start DRAM Production in United States
What happened
Intel and SK hynix are discussing launching DRAM production lines in the US, potentially via a joint venture or leasing Intel's Ohio facility. This potential capacity expansion aims to alleviate supply chain pressure driven by surging AI and cloud computing demand. While details remain unconfirmed, increased supply is likely to exert downward pressure on DRAM prices.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
capacity-expansionpartnershipus-chips
Source and time
Source: TechPowerUp · 9/16/2026 · View original source
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