Apple Memory Supplier Explores U.S. Manufacturing With Intel

Apple memory supplier SK Hynix is in exploratory talks with Intel about manufacturing memory chips in the United States for the first time, according to Reuters. One option would see the South Korean chipmaker lease part of Intel's planned manufacturing complex in Ohio. Another would involve a joint venture with Intel and major cloud providers seeking to secure memory supplies, people familiar with the discussions said. No decisions have been made, and other arrangements remain possible. SK Hynix supplies Apple with memory alongside Samsung and Micron. The discussions come as AI infrastructure spending puts pressure on the supply of memory for consumer devices, including iPhones and Macs. Chipmakers have been directing more production capacity toward high-bandwidth memory (HBM) for AI processors, leaving smartphone and computer manufacturers competing for available supplies. In February, Apple reportedly agreed to pay Samsung twice as much for memory chips needed for iPhone