SK Hynix mulling making chips in US

taipeitimes.com Sep 17, 2026

SK Hynix mulling making chips in US

Curated by Shubham · TechCapsules · Sep 17, 2026

AI-summarised brief · reviewed before publication

South Korea’s SK Hynix is in exploratory talks with Intel about producing memory chips in the United States, sources said. One proposal would have SK Hynix lease space in Intel’s planned Ohio fab, while another envisions a joint venture with Intel and major cloud providers seeking guaranteed memory supplies. The arrangement could ease Intel’s capacity strain and fulfill the Trump administration’s push for domestic chip production amid soaring AI and data‑center demand. However, South Korean authorities may block the deal because advanced DRAM, NAND and high‑bandwidth memory are classified as “national core technology” under the Industrial Technology Protection Act. SK Hynix has not committed to any structure, and Intel declined comment, noting its ongoing Ohio investment as of now currently.

💡 Why It Matters

· A U.S.
· foothold for SK Hynix would reshape global supply chains and directly address the acute memory shortage fueling AI growth.

Capsules Semiconductors

Read full article on taipeitimes.com

Some memory for Apple devices may be made in the US for…

Apple may see its memory chips produced in the United States for the first time if a deal between supplier SK Hynix and Intel materializes. SK Hynix, which supplies both DRAM and NAND flash to Apple, is reportedly negotiating to manufacture chips at Intel’s planned Ohio plant. The arrangement would allow Apple to source memory domestically, a shift from its current reliance on overseas suppliers. The proposal faces potential hurdles from South Korea, which may oppose the export of chip‑making technology.

💡 Domestic production could reduce Apple’s supply‑chain exposure to geopolitical tensions and strengthen U.S. semiconductor manufacturing capacity.

semiconductor-digest.com · Sep 17

Micron Advances Memory Innovation With the World’s First Ultra-Dense Module for Next-Generation…

Micron Technology unveiled the world’s first 512‑GB DDR5 RDIMM, demonstrated on multiple server platforms. The module, built with vertical interconnect packaging and through‑silicon vias, delivers up to 9,200 MT/s and enables 12 TB of DDR5 in a 24‑slot dual‑socket server. AMD and Intel are validating the design, while Micron highlights power savings of over 60 % versus four 128‑GB modules and performance gains for AI, analytics, and in‑memory databases. Production is targeted for the second half of 2027.

💡 The new module lets data centers keep larger datasets in main memory, cutting reliance on slower storage and boosting throughput for AI and database workloads. It also offers significant power efficiency, helping operators reduce operating costs while scaling compute density.

semiconductor-digest.com · Sep 17

Arteris Accelerates Industry Transition to Multi-Die Chiplet-Based Architecture

Arteris, Inc. announced an expansion of its multi‑die portfolio aimed at easing semiconductor firms’ shift from monolithic system‑on‑chip (SoC) designs to chiplet‑based architectures for AI, high‑performance computing (HPC) and consumer electronics. The new FlexGen Multi‑Die network‑on‑chip (NoC) IP extends connectivity across die‑to‑die links using a single UCIe PHY, cutting PHY area, power and I/O needs by up to 50 % and adding virtual‑channel link technology and quality‑of‑service controls for non‑coherent AI and HPC workloads. It complements the existing Ncore Multi‑Die solution for cache‑coherent systems and integrates with Arteris’ Magillem automation and Cycuity security tools. Together, the suite lets engineering teams reuse designs, simplify integration and maintain performance as they partition systems across multiple silicon dies.

💡 By preserving NoC intelligence across chip boundaries, Arteris removes a major bottleneck that has slowed the adoption of larger, heterogeneous chiplet ecosystems. This accelerates time‑to‑market for next‑generation AI and HPC products.

businessworld.in · Sep 17

ASML Looks To Expand India Supply Chain, Engineering Capabilities

ASML executive vice‑president Wayne Allen told attendees at Semicon India 2026 that the Dutch lithography equipment maker is evaluating ways to expand its supply‑chain and engineering footprint in India. He said the country’s large market, strong talent pool, established chip‑design firms and existing research base create a foundation for a broader semiconductor ecosystem. ASML is mapping local suppliers and partners to support various stages of the value chain, aiming to boost quality, efficiency and scale for current manufacturers. The company also announced a collaboration with Tata Electronics to assist Tata’s planned 300 mm fab in Dholera, Gujarat, providing lithography expertise. Allen emphasized that long‑term cooperation among government, industry, academia and research institutes will be essential for a sustainable Indian semiconductor sector.

💡 By cultivating home‑grown suppliers, India can lower its dependence on traditional East‑Asian chip supply chains, accelerating the country's move toward self‑sufficiency in advanced manufacturing.

businessworld.in · Sep 17

Infineon Raises India Workforce 28% Amid Chip Ecosystem Push

Infineon Technologies announced a 28 percent increase in its Indian workforce over the past year, bringing total staff to more than 2,800 across Ahmedabad, Bengaluru and Hyderabad. The expansion, disclosed by CEO Jochen Hanebeck at Semicon India, includes a larger global capability centre in Ahmedabad, a bolstered R&D hub in Hyderabad and a new state‑of‑the‑art campus in Bengaluru. Infineon now serves over 1,200 Indian customers, from startups to large enterprises, and aims to deepen its role in the nation’s semiconductor ecosystem. The company highlighted partnerships with government bodies, universities and industry groups, launching a centre of excellence with NILIT to train future semiconductor engineers. Hanebeck emphasized India’s growing contribution to global technology development and its strategic importance for digitalisation, electrification and automation markets.

💡 Infineon’s aggressive hiring and campus rollout signal that India is becoming a pivotal hub for global chip innovation, not just a low‑cost production base.

businessworld.in · Sep 17

Tokyo Electron To Set Up Semiconductor Training Centre In Gujarat In 2027

Tokyo Electron (TEL) announced plans to open a semiconductor training centre in Gujarat in 2027, partnering with the Japanese government to cultivate fab and equipment engineers for India’s growing chip‑manufacturing sector. The initiative was unveiled by TEL president Toshiki Kawai at Semicon India 2026 in New Delhi. It aims to create a self‑sustaining talent pipeline that supports both India’s expanding semiconductor ecosystem and TEL’s long‑term equipment sales in the country. Japan’s Ministry of Economy, Trade and Industry has already selected TEL for a broader HR‑development project, which will involve collaborations with local firms and educational institutions. The centre will focus on specialized skills such as process control, equipment operation and maintenance, addressing the acute shortage of qualified engineers as new fabs come online.

💡 By seeding a dedicated talent pool, TEL ensures a ready workforce to operate its machinery, accelerating India’s chip‑fab rollout and cementing the company’s foothold in a key emerging market.