Reuters reports Solidigm’s U.S. factory plan depended on SK hynix getting China equipment approval

Reuters reported on Oct. 15, 2026, that SK hynix was seeking U.S. approval to ship additional U.S.-made chipmaking equipment to its facility in Dalian, China. Sources cited by Reuters said Solidigm’s planned U.S. NAND factory depended on that authorization; the report also described increased production in Dalian as a possible way to help fund the project. Reuters reported the request and factory connection.

The request targets unfinished NAND space in Dalian

The additional equipment was intended for Mod B, an area at SK hynix’s Dalian facility for NAND production. Mod B was completed in 2023, but equipment installation was left incomplete after a downturn in the memory market, according to Investing.com’s account of the report. NAND is a type of flash memory used to store data.

The reporting named Lam Research, Applied Materials, and KLA in connection with the proposed equipment. Investing.com and Yahoo Finance identified the suppliers.

How the request relates to Solidigm’s factory plan

Solidigm, SK hynix’s U.S. unit, planned a NAND factory in the United States. Reuters, citing sources, reported that the plan depended on authorization for additional equipment shipments to China. A source cited in the reporting said increased Dalian production could help fund the U.S. project, making that a reported potential funding link rather than a company-announced financing arrangement. Reuters reported the condition; Investing.com relayed the account of the possible funding role.

The authorization timeline and SK hynix’s position

On Dec. 30, 2025, SiliconANGLE reported that U.S. authorization for equipment shipments to China by SK hynix and Samsung covered 2026, with new waivers to be sought annually starting in 2027. SiliconANGLE’s report provides context for the next authorization period. A Reuters-based account published by Yahoo Finance on Oct. 15, 2026, said approval for additional equipment in 2027 remained pending at that time. Yahoo Finance reported that status.

Investing.com reported that SK hynix told Reuters the Mod B installation was proceeding in consultation with, and under authorization from, the U.S. government. The company also said it was not seeking to expand Dalian’s capacity. Investing.com relayed SK hynix’s position.