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Sources familiar with the matter said that Solidigm plans to invest 45000000000 USD to build a NAND flash-memory factory in the United States and hopes to obtain approval to ship equipment to its Dalian factory; the company has not made a final decision.
LYNX Equity Strategies' analyst team said that SK SK Hynix has abandoned Solidigm's U.S.IPO plan and believes this may reduce the risk of additional future NAND supply.
Reuters reported that Samsung and SK SK Hynix are upgrading Chinese NAND factories to increase process layer counts, address competition from YMTC, and meet AI storage demand; both companies confirmed the upgrades, but the extent of approval for the required U.S. equipment export licenses remains unconfirmed.