Solidigm, SK Hynix's NAND business platform, is reportedly considering a site on the U.S. East Coast for its first NAND mass production line. This move aims to extend its existing manufacturing capabilities to the U.S. and aligns with SK Hynix's recent evaluation of expanding local manufacturing capacity. The continuous rise in demand for high-capacity SSDs from AI data centers is a significant factor driving this capacity expansion, but the final investment scale and construction plans still depend on the progress of negotiations for long-term agreements with customers.