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What changedTom’s Hardware says Solidigm has allegedly told US officials that its total investment in US manufacturing could eventually reach $100bn, beyond the proposed $45bn plant. The report attributes this detail to Bloomberg’s account of the talks.
The article says construction of the proposed facility in New York is pencilled in for 2027. That remains a reported plan, not confirmation that construction has been approved or will begin on schedule.
Tom’s Hardware also says Solidigm warned on its latest earnings call that memory shortages could last through 2030. The report adds that the call did not mention the Dalian plant or the proposed US investment, leaving the relationship between that outlook and the investment discussions unclear.
Sources and evidence- SK hynix-owned Solidigm is plotting a new $45 billion flash memory factory for the US, report claims: Tom’s Hardware reports, citing Bloomberg, that Solidigm’s proposed US manufacturing investment could eventually total $100bn, with New York construction pencilled in for 2027; the company reportedly warned that memory shortages may persist through 2030.
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