SK hynix plans US factory for AI data center NAND memory
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SK hynix is preparing the construction of a new chip plant in the United States linked to Solidigm. The objective is to meet the storage demand of artificial intelligence data centers. The factory would focus on 3D QLC NAND memory for high-capacity corporate SSDs. The company has not disclosed the investment or schedule, and has halted Solidigm's IPO due to market volatility. 3D QLC NAND memory stores four bits per cell and combines that scheme with vertical layer stacking. In high-capacity corporate SSDs, both factors define the bit density and the cost per terabyte. The plant would be geared toward that type of product, designed for servers that handle large volumes of AI data. The project is still standing and will be financed with internal resources or debt. SK hynix and Solidigm hold a 21.1 percent share in this segment, although the actual impact will depend on a production capacity that has not yet been announced. The news arrives with the sector's usual precision: there is a plant, but no investment; there is a product, but no capacity; there is an IPO, but paused due to volatility. While AI data centers demand more storage, SK hynix responds with an announcement that is financed with internal resources or debt, depending on which way the wind blows. Of course, the project is still standing, which is already more than can be said for Solidigm's stock price.
