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Concrete progress toward U.S.-based RAM manufacturing would diversify SKHY's revenue exposure, potentially improve margins on AI/data-center RAM, and attract upside risk from U.S. manufacturing incentives; however, the lack of final plans and regulatory scrutiny could limit upside if negotiations stall.
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Reuters reports SK Hynix is negotiating with Intel to manufacture RAM in the United States, potentially at Ohio or via a joint venture with cloud providers. SK Hynix says no final plans yet, while a separate Indiana facility for AI packaging—costing $3.8 billion and due to start production by 2029—signals a broader domestic push. If a deal progresses, SKHY could gain meaningful U.S. exposure and upside from AI-data center RAM demand, but policy and regulatory risks could temper gains.
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