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What changedSilicon UK adds that Solidigm’s existing Dalian site makes NAND flash memory, and that the proposed upgrades there would use technology transferable to the planned US plant.
The report says those upgrades would also help finance the new facility. Solidigm’s proposed $45bn US investment therefore depends on permission to upgrade equipment at its China site, rather than standing alone as a domestic expansion plan.
Silicon UK says US rules require SK Hynix, Samsung and TSMC to apply annually for permission for specific equipment upgrades at their Chinese plants. The proposal sits at the intersection of US chipmaking ambitions and restrictions on technology transfers, with approval still a condition, not a done deal.
Sources and evidence- SK Hynix’s Solidigm Ties $45bn US Plant to China Upgrades – Silicon UK: Silicon UK reports, citing Bloomberg, that Solidigm’s proposed $45bn US chip plant is contingent on US permission to upgrade its Dalian NAND facility, and that the upgrades would use transferable technology and help finance the US plant.
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