Solidigm

Solidigm weighs constructing or expanding a NAND memory factory in the United States. The South Korean chipmaker faces growing pressure from the Trump administration to expand US manufacturing as Washington pushes to reshore semiconductor production, and relentless investment in AI data centers has fueled an acute shortage of memory chips.

Reports indicate SK Hynix and its subsidiary Solidigm are evaluating U.S. manufacturing options, including potential collaboration with Intel. Following the reports, shares of Intel and SK Hynix saw gains, though both companies stated no specific plans have been finalized.