#skhynixintalkstomakememorychipsinus
Discusses SK hynix and Intel producing memory in the United States.
Options: lease part of Intel’s facility in Ohio or form a joint venture with cloud giants.
Discussions have been reported. No final agreement has been announced.
Context: SK hynix already has a project in Indiana for advanced packaging and R&D.
What matters: business structure, customer support, production timing, and costs.
The talks don’t resolve the supply shortage. What does is installed equipment, throughput rate, and readiness/qualification.
For AI, watch for: a signed agreement, committed capacity, and a reasonable timeline.
Which detail matters most to you?
Follow up, please
#Semiconductors #Aİ $SYN $AKE $USELESS
Discusses SK hynix and Intel producing memory in the United States.
Options: lease part of Intel’s facility in Ohio or form a joint venture with cloud giants.
Discussions have been reported. No final agreement has been announced.
Context: SK hynix already has a project in Indiana for advanced packaging and R&D.
What matters: business structure, customer support, production timing, and costs.
The talks don’t resolve the supply shortage. What does is installed equipment, throughput rate, and readiness/qualification.
For AI, watch for: a signed agreement, committed capacity, and a reasonable timeline.
Which detail matters most to you?
Follow up, please
#Semiconductors #Aİ $SYN $AKE $USELESS
