---
title: "SK hynix, Intel reportedly in talks on US memory manufacturing"
url: https://www.parallelquant.com/posts/sk-hynix-intel-reportedly-in-talks-on-us-memory-manufacturing-520cbc
source_name: "Tom's Hardware"
source_url: https://www.tomshardware.com/tech-industry/semiconductors/sk-hynix-reportedly-discussing-us-memory-chip-manufacturing-with-intel-options-include-leasing-ohio-plant-or-forming-joint-venture-with-other-ai-hyperscalers
published: 2026-09-16T11:20:00.000Z
topics: ["chips", "policy"]
publisher: "Parallel Quant"
---

# SK hynix, Intel reportedly in talks on US memory manufacturing

*2026-09-16 · Source: [Tom's Hardware](https://www.tomshardware.com/tech-industry/semiconductors/sk-hynix-reportedly-discussing-us-memory-chip-manufacturing-with-intel-options-include-leasing-ohio-plant-or-forming-joint-venture-with-other-ai-hyperscalers)*

SK hynix and Intel are reportedly discussing US-based high-bandwidth memory (HBM) manufacturing, with options including leasing an Intel Ohio plant or forming a joint venture with other AI hyperscalers. Both companies declined to confirm the talks.

**Why it matters:** HBM is a key bottleneck for AI accelerators, and shifting production onto US soil would reduce reliance on South Korean and Taiwanese supply chains amid ongoing US-Korea trade tensions — a sign memory, not just logic chips, is becoming a geopolitical flashpoint.

**Topics:** chips, policy

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Read the original: https://www.tomshardware.com/tech-industry/semiconductors/sk-hynix-reportedly-discussing-us-memory-chip-manufacturing-with-intel-options-include-leasing-ohio-plant-or-forming-joint-venture-with-other-ai-hyperscalers
Canonical: https://www.parallelquant.com/posts/sk-hynix-intel-reportedly-in-talks-on-us-memory-manufacturing-520cbc
Published by Parallel Quant — https://www.parallelquant.com