SK Hynix in First-Ever Talks With Intel to Manufacture Memory Chips at US Fabs, Seoul Opposition Looms

Reuters reports SK Hynix is in early talks with Intel to have Intel foundries manufacture memory chips in the US — the first time Hynix would outsource memory production to a rival, driven by AI HBM demand. Sources warn potential opposition from Seoul could be a major hurdle. The talks sit alongside SK Hynix's separate $4B Indiana packaging plant and its earlier NAND-business deal with Intel.