SK hynix, Intel reportedly in talks on US memory manufacturing

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.