SK hynix reportedly offers US NAND fab in exchange for China expansion

SK hynix has reportedly proposed building a NAND fab in the United States in return for US approval to ship more chipmaking equipment to Solidigm's Dalian plant in China. Unused space in the Mod B building, completed in 2023, sits idle because the Commerce Department has not licensed additional tools from Applied Materials, KLA and Lam Research.

• Solidigm sells every SSD it makes but cannot expand NAND output at Dalian
• Dalian is the only plant worldwide producing Solidigm's 192-layer floating-gate 3D NAND
• Commerce Department authorized equipment shipments to Dalian only for 2026
• Solidigm is weighing an IPO as early as 2027 to raise capital