SK hynix reportedly explores US memory manufacturing with Intel

SK hynix is reportedly in discussions with Intel about manufacturing memory chips in the United States, according to Tom's Hardware, which cites Reuters. The reported options include leasing space at Intel's Ohio site or forming a joint venture with Intel and AI hyperscalers. A US manufacturing arrangement could diversify the geographic footprint for advanced memory production and place capacity closer to major AI infrastructure customers. The report points to strong demand for HBM as a potential driver of the talks. Both companies have declined to confirm the discussions, and no agreement, technology choice, capacity figure, or timeline has been announced. The report should therefore be viewed as an early strategic possibility, not a committed manufacturing program.