Sources: SK Hynix subsidiary Solidigm weighs building a NAND flash memory factory in the US; SK Hynix is also in talks with Intel for a separate project in Ohio (Reuters)

SK Hynix’s Solidigm is evaluating a U.S. NAND flash memory factory, while SK Hynix separately explores a project with Intel in Ohio, signaling continued semiconductor supply-chain localization and deeper U.S. investment. For CIOs and technology leaders, this could improve long-term supply resilience for storage components, but it may also reshape sourcing, pricing, and vendor concentration risks as governments and customers push for more domestic capacity. IT organizations should view this as another sign that infrastructure procurement, especially for memory and storage used in AI and data-intensive workloads, is increasingly influenced by geopolitics and industrial policy, not just cost and performance.