SK hynix to lease Intel's Ohio fab? From TrendForce: "SK hynix may manufacture memory chips in the U.S. for the first time, potentially with an unexpected U.S. partner. According to Reuters, sources say SK hynix is in talks with Intel over a potential deal to manufacture memory chips in the U.S. Under one potential scenario, SK hynix could lease part of Intel’s long-planned chipmaking facility in Ohio. Another possibility could see it form a venture with Intel and major cloud firms seeking to secure memory chip supplies. The talks remain exploratory and no decisions have been made, the report notes, adding that SK hynix could consider other ways to structure a potential deal. It is also unclear what types of memory chips the company might manufacture in Ohio if an agreement is reached." Would make sense for multiple reasons: 1. Avoiding US tariffs, since companies that commit to producing in the US can avoid tariffs. 2. Expanding collaboration with Intel $INTC, at which SK hynix could also be a foundry customer to reduce the dependency on $TSM.