- SK hynix is in talks with Intel ($INTC) on a potential deal that could result in the Korean memory maker manufacturing chips in the U.S. for the first time, according to Reuters.
> The most interesting aspect is that SK hynix may not need to build a completely new U.S. fab from scratch. Using $INTC's Ohio infrastructure could reduce time-to-production and upfront CAPEX for SK hynix while giving Intel another path to improve utilization of its delayed Ohio assets.
BREAKING: SK hynix × Intel in talks to make memory chips in the US — first time ever. Stocks already pop:
INTC +3.1% night ($100.16) | SKHY ADR +2.7% ($179.61) | Korea +1.5%
HBM gap 50-60%, <10 days inventory, 2026 capacity sold out. Talks still early.
$INTC $SKHY #HBM#AI
BREAKING: SK hynix × Intel in talks to make memory chips in the US — first time ever. Stocks already pop:
INTC +3.1% night ($100.16) | SKHY ADR +2.7% ($179.61) | Korea +1.5%
HBM gap 50-60%, <10 days inventory, 2026 capacity sold out. Talks still early.
$INTC $SKHY #HBM#AI
@Reuters $INTC 🚨🚨 $SKHY Intel $300 ‼️‼️
Exclusive-SK Hynix in talks with Intel about deal to make memory chips in the US for the first time, sources say
EXCLUSIVE: SK Hynix in talks with Intel about deal to make memory chips in the US for the first time, sources say https://t.co/zJcRz6x7Iw https://t.co/zJcRz6x7Iw
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