SK Hynix正与英特尔就在美国制造RAM芯片进行磋商，涉及在Intel位于俄亥俄州的计划工厂内租赁生产空间或建立合资企业的方案。1 不过SK Hynix方面表示，"目前没有最终敲定任何具体计划或安排"。1
这家韩国芯片制造商已在印第安纳州西拉法叶投入38亿美元建设AI芯片先进封装设施，预计2029年开始量产。1 SK集团主席崔泰源在7月曾表示，公司应当在美国建厂，前提是条件可行。1 背景方面，Intel在2020年曾将NAND闪存业务以90亿美元的价格出售给SK Hynix。1
美国政府正计划对芯片进口征收关税，但对在美国制造的企业将提供关税豁免。1 这一潜在合作协议可能需经过韩国政府的审查。1
SK Hynix is reportedly negotiating with Intel over a potential partnership to manufacture memory chips in the United States, according to discussions that could involve leasing space at Intel's planned facility in Ohio or establishing a joint venture 1. SK Hynix issued a statement clarifying that "there are currently no finalized specific plans or arrangements," indicating the talks remain in preliminary stages 1.
The South Korean chipmaker has already committed substantial resources to its U.S. expansion efforts, having invested $3.8 billion to construct an advanced packaging facility for AI chips in West Lafayette, Indiana, with production expected to commence in 2029 1. SK Group Chairman Chey Tae-won signaled the company's broader U.S. manufacturing ambitions in July, stating that the firm should establish operations in America if feasible 1.
The potential collaboration builds on a prior transaction between the companies: Intel sold its NAND flash memory business to SK Hynix for $9 billion in 2020 1. U.S. government policy is creating additional incentives for domestic chip production, as the government plans to impose tariffs on imported chips while offering tariff exemptions to companies manufacturing within the country 1. Any agreement between the two companies would likely require approval from South Korean authorities 1.
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