Updated
Updated · CNBC · Sep 16
SK Hynix Denies Intel U.S. Memory Chip Deal as Both Stocks Still Rise 2.5%
Updated
Updated · CNBC · Sep 16

SK Hynix Denies Intel U.S. Memory Chip Deal as Both Stocks Still Rise 2.5%

3 articles · Updated · CNBC · Sep 16

Summary

  • SK Hynix said no decisions have been made on any partnership with Intel, pushing back after a Reuters report said the companies were in talks to make memory chips in the U.S.
  • More than 2.5% gains in both stocks showed investors still treated the discussions as potentially meaningful, even with SK Hynix framing any deal as undecided.
  • The earlier report said the talks were exploratory and could involve Intel's Ohio facility, marking a possible first for SK Hynix manufacturing memory chips in the United States.
  • Any eventual agreement would matter beyond the two companies, potentially boosting Intel's foundry push and broader U.S. semiconductor manufacturing goals.

Insights

Will South Korea block SK Hynix from bringing its highly sensitive AI memory technology to Intel's American facilities?
Can a joint venture with SK Hynix save Intel's delayed Ohio mega-fab and secure the future AI supply chain?