Solidigm, the NAND Flash maker owned by SK hynix, is considering a $45 billion investment to expand manufacturing in the United States. The company is seeking U.S. government approval to ship equipment to its Dalian, China fabs, which would unlock funding for the U.S. expansion. Currently, Solidigm operates Fab 1 in Dalian and is accelerating Fab 2 construction nearby, with plans to increase production by 50% by 2027.
This would raise output from 100,000 to approximately 150,000 wafers per month. The expansion follows a four-year project freeze in mainland China and will enable production of floating gate 3D QLC NAND Flash with over 200 active storage layers. This advancement supports multi-terabyte SSDs for enterprise use, addressing AI workloads that demand higher capacity and density.
The U.S. expansion aims to secure domestic production amid industry shortages driven by AI demand.
Source: TechPowerUp News · Summarized by HeadlinesBriefing