NuAxiSemiconductor trade intelligence
SK Hynix's Solidigm ties US$45B US NAND fab to Washington nod on China tool upgrade
What happened
According to Bloomberg, citing people familiar with the discussions, Solidigm, the US-based subsidiary of SK Hynix, is in talks with the US Department of Commerce over a potential US$45 billion investment in a new NAND flash memory fabrication plant. The matter remains at the discussion stage as a potential investment, with no confirmed approval or construction start stated in the source.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
NAND flash memory
SolidigmSK Hynix
NANDfabinvestmentUS Department of CommerceSolidigm
Source and time
Source: DigiTimes Asia · 10/27/2026 · View original source
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