Solidigm weighs U.S. NAND factory in upstate New York
SK Hynix-owned Solidigm is considering a U.S. NAND fabrication plant with upstate New York reported as the leading candidate, though no agreement, investment level, capacity or schedule has been set. The move would reduce Solidigm's dependence on its sole NAND site in Dalian, China, and limit exposure to potential tariffs and export controls, while raising operating costs and execution risk. The project would be separate from SK Hynix's Ohio memory talks with Intel and sits amid U.S. pressure to onshore chipmaking and New York's offer of up to $10 billion in Green CHIPS incentives; any factory would still take years to reach dependable capacity.
Solidigm may build a U.S. NAND plant to reduce China reliance
Context
Solidigm currently relies mainly on one Dalian factory in China. The United States is pushing chipmakers to produce more at home and offers incentives. If Solidigm proceeds, it could pick a New York site but no location or timing is…
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