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🚨 TRUMP JUST MADE SK HYNIX $SKHY BUILD ANOTHER U.S. CHIP FACTORY Its Solidigm unit is reportedly considering a NAND factory in upstate New York, separate from talks about producing memory at Intel’s Ohio site. Solidigm currently relies on a single NAND plant in Dalian, China, exposing supply to tariffs and tighter U.S. tech restrictions as AI drives memory demand. But, reducing that dependence could come at a steep price. U.S. manufacturing costs exceed South Korea’s, and a standalone factory could require billions in investment. More supply security, but potentially lower returns on every dollar invested.
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