Reports that Solidigm was considering building a 3D NAND fab in the U.S. came as a surprise last month, as no company has manufactured NAND flash memory in America for years. However, the potential investment now appears to be part of a calculated move by Solidigm's parent SK hynix, which is reportedly asking the U.S. government to authorize additional semiconductor manufacturing equipment shipments to its Dalian facility in China in exchange for a commitment to build a new NAND fab in the U.S., according to Reuters.
- The data center cooling state of play
- The custom AI ASIC state of play
- America’s AI chip rules keep changing — and the rest of the world is paying the price
- GTC 2026: Ian Buck press Q&A transcript — VP of Hyperscale and HPC speaks out on shelving CPX and shipping LPU decode this year
- Demand for data center CPUs has surged, and AI agents are responsible
The Dalian fab is the world's only facility to produce 192-layer floating gate 3D NAND for Solidigm's data center-grade SSDs for AI, enterprise, and hyperscale data centers. S. government. S. authorities tend to authorize shipments of some tools to semiconductor facilities in the People's Republic that are operated by multinational companies like Samsung or SK hynix, they only want to keep the fabs running, as they are against expansions of capacity of fabs in China or introducing new manufacturing technologies to these facilities.
Source link







