Reuters · October 15, 2026

Two Sources Say SK Hynix Linked a Planned U.S. Factory to U.S. Approval for Chip Equipment Exports to China

• SK Hynix is seeking approval from Washington to export U.S. chipmaking equipment to China to increase production there as a condition for building a factory in the U.S., two people familiar with the matter said on Wednesday, according to the report.
• Solidigm, the U.S. unit of SK Hynix, wants to install new equipment to produce NAND chips in unused space at SK Hynix’s Dalian, China, site, according to the report. The Commerce Department has not yet issued a license for more U.S.-made equipment and technology in 2027, one person said.
• The Commerce Department revoked authorizations for SK Hynix and Samsung last year and in December issued a 2026 license for the Dalian site that limited the quantity of equipment, according to the report.
• NAND pricing has increased sevenfold since mid-2023, Walt Coon, a memory industry expert at TechInsights, said, according to the report.

Accounts via two people familiar with the matter and TechInsights, cited in the original report. SK Hynix did not immediately respond to a request for comment, Solidigm declined to comment, and the U.S. Department of Commerce did not respond to a request for comment, according to the report. This card is based on the accessible portion only. Original headline: "SK Hynix conditions new US factory on more US chip equipment exports to China, sources say".