Solidigm, a subsidiary of SK Hynix, is currently evaluating the feasibility of constructing a new NAND flash memory manufacturing plant in the United States. The company was established after SK Hynix acquired Intel's NAND and SSD business in 2020 and currently focuses on enterprise data center storage and high-performance SSDs.
The potential investment is driven by the rising demand for high-density NAND flash and large-capacity SSDs, fueled by the rapid expansion of global AI infrastructure. By establishing a local production base, Solidigm aims to strengthen its supply chain resilience for North American clients and reduce risks related to logistics and geopolitical factors.
While the final location, total investment amount, and construction timeline remain under early assessment, the US CHIPS Act and its associated financial subsidies and tax incentives are key factors influencing the decision. The project would complement SK Hynix's existing investments in advanced packaging and HBM in North America.
This strategic move is expected to bolster SK Hynix's competitive position against rivals such as Micron and Samsung Electronics. As of now, neither SK Hynix nor Solidigm has issued an official statement regarding the potential construction plans, though the prospect has drawn significant attention from capital markets.
