MU · News · 20260917N

Competition and Capacity Expansion

MICRON TECHNOLOGY INC · 2026-09-17 · Importance 25 · Surprise 42

Intel and SK Hynix are reportedly in early discussions about producing memory chips together at Intel’s Ohio complex. The potential arrangement could use Intel’s idle U.S. manufacturing capacity while giving SK Hynix a domestic production option and geopolitical diversification. If completed, the collaboration could reduce Micron’s relative advantage as the only major U.S.-headquartered memory manufacturer, although U.S. fabrication costs would be higher.

Key facts

• Micron is the only major American DRAM and HBM supplier. source