SK Hynix Considers U.S. Factory for Price Relief

SK Hynix chairman Chey Tae-won states memory semiconductor prices are abnormally high and signals the company is actively considering building a U.S. factory to expand supply and mitigate trade pressures, warning that persistent supply shortages could trigger geopolitical friction and market contraction. SK Hynix is committing real capex to U.S. fab capacity because memory prices are too high to sustain—they're openly hunting sites now. If you sell power, cooling, construction, or materials to chip fabs, or you're a non-memory semiconductor vendor losing design wins to price-sensitive customers, you have 18–24 months to capture this build cycle before capacity comes online and prices reset.