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Intel and SK Hynix are exploring joint or parallel DRAM production facilities in the United States to secure memory supply for AI workloads.

Addresses the looming HBM and high-bandwidth memory bottleneck by localizing advanced packaging and fabrication, reducing geopolitical supply chain risk.
Trade pressSlicast · September 16, 2026 at 12:59 UTC · US · Source: TechPowerUp
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In-depth analysis
CommentaryCXMT vs SK Hynix vs Samsung: HBM Dominance, DRAM Share, and Pricing PowerCommentarySK Hynix Leads HBM Supply Into Vera Rubin, but NVIDIA's In-House Base Die May Reshape Who Captures the Margin
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Intel and SK Hynix are exploring joint or… · Slicast