Solidigm, an American subsidiary of , is reportedly in talks with the regarding a $45 billion investment in a new manufacturing plant. The company proposed a site for 2027, with total investment potentially reaching $100 billion.
The firm is seeking permission to export equipment to upgrade its NAND flash memory plant in , China. Solidigm told officials that these upgrades would help finance the U.S. project. This comes as Samsung and SK hynix upgrade Chinese sites for AI data center chips.
Solidigm recently reported $75 billion in revenue and $28 billion in net profit, despite SK hynix canceling a planned IPO in October 2026. With memory shortages expected to last through 2030, the firm aims to expand capacity amid reports of smuggled AI hardware.