2/4 Solidigm execs held about 10 meetings with Commerce since late August, no headway. Undersecretary Kessler: no equipment for Dalian expansion or upgrades. Separate talks cover only licenses to hold current capacity through 2027. #SKhynix #NAND
November 9, 2026 at 6:30 PM
2/4 Solidigm execs held about 10 meetings with Commerce since late August, no headway. Undersecretary Kessler: no equipment for Dalian expansion or upgrades. Separate talks cover only licenses to hold current capacity through 2027. #SKhynix #NAND
3/4 The Dalian license is not formally denied and 2027 maintenance gear is a separate talk. But the funding loop is broken. Solidigm is scouting alternative sites worldwide. Wait out the freeze, or restructure U.S. capex around it? #ExportControls #Memory
November 6, 2026 at 1:30 AM
3/4 The Dalian license is not formally denied and 2027 maintenance gear is a separate talk. But the funding loop is broken. Solidigm is scouting alternative sites worldwide. Wait out the freeze, or restructure U.S. capex around it? #ExportControls #Memory
2/4 The plan: 2 New York fabs funded by expanded NAND output at Dalian, China. Commerce is withholding the equipment licenses. Kessler ruled out exports for capacity or process upgrades there. Solidigm met officials ~10 times since August. No breakthrough. #Chips #NAND
November 6, 2026 at 1:30 AM
2/4 The plan: 2 New York fabs funded by expanded NAND output at Dalian, China. Commerce is withholding the equipment licenses. Kessler ruled out exports for capacity or process upgrades there. Solidigm met officials ~10 times since August. No breakthrough. #Chips #NAND
KOREAN MEDIA: SK HYNIX SUBSIDIARY SOLIDIGM IS PURSUING PLANS TO BUILD TWO NAND FABS AT THE MARCY NANOCENTER IN NEW YORK AT A TOTAL COST OF $100 BILLION.
November 3, 2026 at 8:57 AM
KOREAN MEDIA: SK HYNIX SUBSIDIARY SOLIDIGM IS PURSUING PLANS TO BUILD TWO NAND FABS AT THE MARCY NANOCENTER IN NEW YORK AT A TOTAL COST OF $100 BILLION.
US Equipment License Hold Complicates SK Hynix's $45 Billion New York Chip Plan #China #SouthKorea #Technology
US Equipment License Hold Complicates SK Hynix's $45 Billion New York Chip Plan
A factory in China holds the key to an American investment The United States is withholding approval for chipmaking equipment destined for SK Hynix's Dalian factory in China, complicating a proposal by its American subsidiary, Solidigm, to invest about $45…
asiadaily.org
November 6, 2026 at 11:33 AM
US Equipment License Hold Complicates SK Hynix's $45 Billion New York Chip Plan #China #SouthKorea #Technology
SK Hynix's New York Chip Plant Plans Face US Export Hurdle #MarketUpdates Follow Us for more
SK Hynix's New York Chip Plant Plans Face US Export Hurdle
SK Hynix's US subsidiary Solidigm wants to build NAND memory plants in New York, but needs revenue from expanding output at its Dalian, China facility to
quantli.com
November 4, 2026 at 11:05 PM
SK Hynix's New York Chip Plant Plans Face US Export Hurdle #MarketUpdates Follow Us for more
US-Lizenzstopp für Ausrüstung erschwert SK Hynix’ 45-Milliarden-Dollar-Chipprojekt in New York #China #Südkorea #Technologie
US-Lizenzstopp für Ausrüstung erschwert SK Hynix’ 45-Milliarden-Dollar-Chipprojekt in New York
Eine Fabrik in China ist der Schlüssel zu einer US-Investition Die Vereinigten Staaten verweigern bislang die Genehmigung für Anlagen zur Chipfertigung, die für das Dalianer Werk von SK Hynix in China bestimmt sind. Das erschwert den Plan der US-Tochter Solidigm,…
de.asiadaily.org
November 6, 2026 at 1:08 PM
US-Lizenzstopp für Ausrüstung erschwert SK Hynix’ 45-Milliarden-Dollar-Chipprojekt in New York #China #Südkorea #Technologie
SK Hynix wants more chip production in China to help pay for factories in New York. US equipment restrictions are complicating that plan, Reuters reports.
SK Hynix's proposed New York factories face US approval dispute
Solidigm reportedly wants Chinese production to help fund two proposed Marcy factories, while US officials have yet to approve equipment exports.
wattsupnext.com
November 5, 2026 at 12:24 AM
SK Hynix wants more chip production in China to help pay for factories in New York. US equipment restrictions are complicating that plan, Reuters reports.
Solidigm, filial de SK Hynix, negocia avanzado invertir hasta US$100.000 millones en dos plantas de memoria NAND flash en Nueva York. Cada una costaría US$40.000-50.000 millones y apuntan a 100.000 obleas mensuales, por la creciente demanda de almacenamiento para centros de datos de IA.
November 3, 2026 at 10:51 AM
Solidigm, filial de SK Hynix, negocia avanzado invertir hasta US$100.000 millones en dos plantas de memoria NAND flash en Nueva York. Cada una costaría US$40.000-50.000 millones y apuntan a 100.000 obleas mensuales, por la creciente demanda de almacenamiento para centros de datos de IA.
这让特朗普政府面临政策上的矛盾。一方面，白宫希望吸引外国芯片制造商赴美投资，增加美国本土制造业产能；另一方面，政府坚持限制先进半导体制造设备流向中国，以维护国家安全。
纽约州地方官员仍希望项目能够推进。拟建工厂所在地奥奈达县的行政长官表示，希望未来几周内获得明确答复。相关联邦投资税收抵免政策将在今年年底到期，也增加了谈判的时间压力。
Solidigm表示，公司正在评估全球多个潜在建厂地点，目前尚未作出最终投资决定。
4/4
纽约州地方官员仍希望项目能够推进。拟建工厂所在地奥奈达县的行政长官表示，希望未来几周内获得明确答复。相关联邦投资税收抵免政策将在今年年底到期，也增加了谈判的时间压力。
Solidigm表示，公司正在评估全球多个潜在建厂地点，目前尚未作出最终投资决定。
4/4
November 4, 2026 at 1:43 AM
这让特朗普政府面临政策上的矛盾。一方面，白宫希望吸引外国芯片制造商赴美投资，增加美国本土制造业产能；另一方面，政府坚持限制先进半导体制造设备流向中国，以维护国家安全。
纽约州地方官员仍希望项目能够推进。拟建工厂所在地奥奈达县的行政长官表示，希望未来几周内获得明确答复。相关联邦投资税收抵免政策将在今年年底到期，也增加了谈判的时间压力。
Solidigm表示，公司正在评估全球多个潜在建厂地点，目前尚未作出最终投资决定。
4/4
纽约州地方官员仍希望项目能够推进。拟建工厂所在地奥奈达县的行政长官表示，希望未来几周内获得明确答复。相关联邦投资税收抵免政策将在今年年底到期，也增加了谈判的时间压力。
Solidigm表示，公司正在评估全球多个潜在建厂地点，目前尚未作出最终投资决定。
4/4
美国限制芯片设备出口中国，SK海力士450亿美元纽约建厂计划遇阻
路透社11月3日援引知情人士报道，由于美国商务部迟迟没有批准向中国大陆出口半导体制造设备的许可，韩国芯片制造商SK海力士在纽约州投资约450亿美元建设两座存储芯片工厂的计划面临障碍。
SK海力士旗下美国子公司Solidigm正在考虑在纽约州马西建设两座NAND闪存工厂，初步投资规模约450亿美元，长期投资总额可能达到1000亿美元。
1/4
路透社11月3日援引知情人士报道，由于美国商务部迟迟没有批准向中国大陆出口半导体制造设备的许可，韩国芯片制造商SK海力士在纽约州投资约450亿美元建设两座存储芯片工厂的计划面临障碍。
SK海力士旗下美国子公司Solidigm正在考虑在纽约州马西建设两座NAND闪存工厂，初步投资规模约450亿美元，长期投资总额可能达到1000亿美元。
1/4
November 4, 2026 at 1:43 AM
美国限制芯片设备出口中国，SK海力士450亿美元纽约建厂计划遇阻
路透社11月3日援引知情人士报道，由于美国商务部迟迟没有批准向中国大陆出口半导体制造设备的许可，韩国芯片制造商SK海力士在纽约州投资约450亿美元建设两座存储芯片工厂的计划面临障碍。
SK海力士旗下美国子公司Solidigm正在考虑在纽约州马西建设两座NAND闪存工厂，初步投资规模约450亿美元，长期投资总额可能达到1000亿美元。
1/4
路透社11月3日援引知情人士报道，由于美国商务部迟迟没有批准向中国大陆出口半导体制造设备的许可，韩国芯片制造商SK海力士在纽约州投资约450亿美元建设两座存储芯片工厂的计划面临障碍。
SK海力士旗下美国子公司Solidigm正在考虑在纽约州马西建设两座NAND闪存工厂，初步投资规模约450亿美元，长期投资总额可能达到1000亿美元。
1/4
Solidigm setback sends warning to Korean firms eyeing Wall Street
SK hynix's retreat from a planned US listing of Solidigm has sent a warning to Korean conglomerates eyeing Wall Street: Seoul's tougher scrutiny of duplicate listings could derail their global fundraising ambitions. The chipmaker…
SK hynix's retreat from a planned US listing of Solidigm has sent a warning to Korean conglomerates eyeing Wall Street: Seoul's tougher scrutiny of duplicate listings could derail their global fundraising ambitions. The chipmaker…
Solidigm setback sends warning to Korean firms eyeing Wall Street
SK hynix's retreat from a planned US listing of Solidigm has sent a warning to Korean conglomerates eyeing Wall Street: Seoul's tougher scrutiny of duplicate listings could derail their global fundraising ambitions. The chipmaker said Oct. 23 it had suspended plans to list its US flash memory subsidiary on the Nasdaq, shelving a potential blockbuster offering that could have valued Solidigm at up to $150 billion. While SK hynix cited market conditions, the decision followed mounting shareholder
umlegacypressqsefc.com
November 1, 2026 at 2:40 AM
Solidigm setback sends warning to Korean firms eyeing Wall Street
SK hynix's retreat from a planned US listing of Solidigm has sent a warning to Korean conglomerates eyeing Wall Street: Seoul's tougher scrutiny of duplicate listings could derail their global fundraising ambitions. The chipmaker…
SK hynix's retreat from a planned US listing of Solidigm has sent a warning to Korean conglomerates eyeing Wall Street: Seoul's tougher scrutiny of duplicate listings could derail their global fundraising ambitions. The chipmaker…
SK hynix's retreat from a planned US listing of Solidigm has sent a warning to Korean conglomerates eyeing Wall Street: Seoul's tougher scrutiny of duplicate listings could derail their global fundraising ambitions.
www.koreaherald.com/article/1092...
www.koreaherald.com/article/1092...
November 1, 2026 at 4:18 AM
SK hynix's retreat from a planned US listing of Solidigm has sent a warning to Korean conglomerates eyeing Wall Street: Seoul's tougher scrutiny of duplicate listings could derail their global fundraising ambitions.
www.koreaherald.com/article/1092...
www.koreaherald.com/article/1092...
Solidigm Rencanakan Investasi Pabrik $45 Miliar
#Solidigm #Semikonduktor #InvestasiTeknologi #NANDFlash #SKHynix
#Solidigm #Semikonduktor #InvestasiTeknologi #NANDFlash #SKHynix
Solidigm Rencanakan Investasi Pabrik $45 Miliar
Solidigm berdiskusi dengan AS untuk bangun pabrik baru di New York guna atasi kelangkaan memori global yang diprediksi hingga 2030.
hwcompass.id
October 30, 2026 at 5:46 AM
Solidigm Rencanakan Investasi Pabrik $45 Miliar
#Solidigm #Semikonduktor #InvestasiTeknologi #NANDFlash #SKHynix
#Solidigm #Semikonduktor #InvestasiTeknologi #NANDFlash #SKHynix
Solidigm Considers $45 Billion Investment in U.S. NAND Flash Manufacturing
Late last month, we learned that SK hynix-owned NAND Flash maker Solidigm has been considering expanding its...
🔗 https://www.madshrimps.be/news/solidigm-considers-45-billion-investment-in-u-s-nand-flash-manufacturing/
Late last month, we learned that SK hynix-owned NAND Flash maker Solidigm has been considering expanding its...
🔗 https://www.madshrimps.be/news/solidigm-considers-45-billion-investment-in-u-s-nand-flash-manufacturing/
October 30, 2026 at 7:04 AM
Solidigm Considers $45 Billion Investment in U.S. NAND Flash Manufacturing
Late last month, we learned that SK hynix-owned NAND Flash maker Solidigm has been considering expanding its...
🔗 https://www.madshrimps.be/news/solidigm-considers-45-billion-investment-in-u-s-nand-flash-manufacturing/
Late last month, we learned that SK hynix-owned NAND Flash maker Solidigm has been considering expanding its...
🔗 https://www.madshrimps.be/news/solidigm-considers-45-billion-investment-in-u-s-nand-flash-manufacturing/
Solidigm Eyes $45B U.S. Plant Amid China Talks
#Solidigm #Semiconductors #TechInvestment #NANDFlash #SupplyChain
#Solidigm #Semiconductors #TechInvestment #NANDFlash #SupplyChain
Solidigm Eyes $45B U.S. Plant Amid China Talks
Solidigm proposes a New York manufacturing site by 2027 while seeking U.S. approval to upgrade its NAND flash memory facility in China.
hardwarebrief.com
October 29, 2026 at 9:08 PM
Solidigm Eyes $45B U.S. Plant Amid China Talks
#Solidigm #Semiconductors #TechInvestment #NANDFlash #SupplyChain
#Solidigm #Semiconductors #TechInvestment #NANDFlash #SupplyChain
但这项投资计划与SK海力士在中国大连的现有工厂密切相关。公司希望获得美国许可，在大连工厂已经建成但尚未充分使用的洁净厂房内安装更多设备，提高NAND闪存产量和技术水平，以增加收入，为美国建厂筹集资金。
知情人士透露，自8月底以来，Solidigm高管已与美国商务部官员举行近10次会议，包括与商务部长卢特尼克会面，但双方仍未达成协议。
美国商务部负责出口管制的副部长杰弗里·凯斯勒上周再次坚持，不允许向中国出口用于扩大芯片产能或升级生产技术的美国设备。不过，商务部尚未正式拒绝SK海力士的申请。
2/4
知情人士透露，自8月底以来，Solidigm高管已与美国商务部官员举行近10次会议，包括与商务部长卢特尼克会面，但双方仍未达成协议。
美国商务部负责出口管制的副部长杰弗里·凯斯勒上周再次坚持，不允许向中国出口用于扩大芯片产能或升级生产技术的美国设备。不过，商务部尚未正式拒绝SK海力士的申请。
2/4
November 4, 2026 at 1:43 AM
但这项投资计划与SK海力士在中国大连的现有工厂密切相关。公司希望获得美国许可，在大连工厂已经建成但尚未充分使用的洁净厂房内安装更多设备，提高NAND闪存产量和技术水平，以增加收入，为美国建厂筹集资金。
知情人士透露，自8月底以来，Solidigm高管已与美国商务部官员举行近10次会议，包括与商务部长卢特尼克会面，但双方仍未达成协议。
美国商务部负责出口管制的副部长杰弗里·凯斯勒上周再次坚持，不允许向中国出口用于扩大芯片产能或升级生产技术的美国设备。不过，商务部尚未正式拒绝SK海力士的申请。
2/4
知情人士透露，自8月底以来，Solidigm高管已与美国商务部官员举行近10次会议，包括与商务部长卢特尼克会面，但双方仍未达成协议。
美国商务部负责出口管制的副部长杰弗里·凯斯勒上周再次坚持，不允许向中国出口用于扩大芯片产能或升级生产技术的美国设备。不过，商务部尚未正式拒绝SK海力士的申请。
2/4
Oura, Firmus and Solidigm have all pulled or postponed IPOs. Anthropic is about to test a market that's basically frozen, right after Amazon and Google went cash flow negative.
One analyst said Anthropic "is the IPO market at this point." That's a lot of weight on one roadshow.
One analyst said Anthropic "is the IPO market at this point." That's a lot of weight on one roadshow.
October 31, 2026 at 2:06 PM
Oura, Firmus and Solidigm have all pulled or postponed IPOs. Anthropic is about to test a market that's basically frozen, right after Amazon and Google went cash flow negative.
One analyst said Anthropic "is the IPO market at this point." That's a lot of weight on one roadshow.
One analyst said Anthropic "is the IPO market at this point." That's a lot of weight on one roadshow.
2/4 The structure: SK hynix's US subsidiary is in talks with the Commerce Department. Solidigm says the upgraded Chinese plant would help finance the new US facility. #FlashMemory #Chips
October 30, 2026 at 5:30 PM
2/4 The structure: SK hynix's US subsidiary is in talks with the Commerce Department. Solidigm says the upgraded Chinese plant would help finance the new US facility. #FlashMemory #Chips
4/4 🔗 Full reporting by Tom's Hardware (Anton Shilov): https://www.tomshardware.com/pc-components/ssds/solidigm-confirms-plans-to-build-a-fab-in-the-us-abandons-ipo-plans-unfavorable-stock-market-conditions-and-semiconductor-share-price-trends-reasons-given #Solidigm #NAND
October 28, 2026 at 12:30 PM
4/4 🔗 Full reporting by Tom's Hardware (Anton Shilov): https://www.tomshardware.com/pc-components/ssds/solidigm-confirms-plans-to-build-a-fab-in-the-us-abandons-ipo-plans-unfavorable-stock-market-conditions-and-semiconductor-share-price-trends-reasons-given #Solidigm #NAND