Developing story · 2 episodes · 21 Oct to 28 Oct
AI Chip Upgrade Race Across Borders
The saga follows major semiconductor firms Samsung, SK Hynix and Solidigm as they upgrade Chinese factories and pursue AI‑ready memory production. After Solidigm announced a $45 billion U.S. flash plant and sought export approval for Chinese upgrades, the story now hinges on regulatory clearance and its effect on the global AI chip supply chain.
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Solidigm reportedly plans $45B US flash plant, seeks export approval for Chinese upgrades
Solidigm, an American unit of SK hynix, is reportedly in talks with the U.S. Commerce Department about a $45 billion investment to build a new flash‑memory plant in the United States. Bloomberg…
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Samsung and SK Hynix reportedly upgrade Chinese factories for AI RAM chips
Samsung Electronics and SK Hynix are reportedly upgrading their Chinese plants to produce higher‑layer 3D NAND chips for AI data centers, according to Reuters. Samsung’s Xian factory, which makes…
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