ChipsSeptember 16, 2026via TechCrunch AI
SK Hynix reportedly in talks with Intel to build memory chips in US
Why it matters
Memory supply chains are critical infrastructure for AI compute buildout. A major DRAM/HBM manufacturer partnering with Intel on US fabs signals reshuffling of where high-performance memory gets made — affecting cost, lead times, and geopolitical exposure for cloud providers and chip designers.
Key signals
- SK Hynix in talks with Intel on US memory chip manufacturing
- No finalized plans yet (unconfirmed stage)
- Implications for AI data-center memory supply and on-shoring strategy
- Intel as a fab partner / potential foundry play
The hook
SK Hynix and Intel in talks over US memory fab — a shift in who builds the silicon powering AI data centers.
SK Hynix told TechCrunch the company hasn't finalized any plans or arrangements yet.