SK Hynix has, over the past month, conducted on-site surveys for front-end memory wafer fab locations in the United States and other regions, in response to urgent demands and pressure from its U.S. AI chip customers for supply chain localization.
This move signifies SK Hynix's plan to build a factory in the US, officially progressing from an early "not ruling out" intention to the substantive preliminary site selection phase. This strategic shift reflects the absolute power of downstream AI giants in the industry chain and heralds a new round of capacity layout reshuffling in the global memory industry.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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