When you check Solidigm’s catalogue, it’s either old Intel drives or rebranded SK Hynix drives with custom firmware. It seems like SK Hynix is only interested in acquiring the patents and top talents while the rest is left to rot.
The original plan was Intel’s Dalian fab, R&D, design team and their enterprise customers. But now they have abandoned the R&D, design, product, validation teams. Dalian fab is in jeopardy with sanctions. Enterprise customers have abandoned them.
Samsung and SK Hynix received permanent exceptions to sanctions for fabs already in China as long as its to maintain and do upgrades to non leading edge processes.
Meanwhile the actual SK Hynix is building a brand new NAND team at their San Jose location.
When you check Solidigm’s catalogue, it’s either old Intel drives or rebranded SK Hynix drives with custom firmware. It seems like SK Hynix is only interested in acquiring the patents and top talents while the rest is left to rot.
The original plan was Intel’s Dalian fab, R&D, design team and their enterprise customers. But now they have abandoned the R&D, design, product, validation teams. Dalian fab is in jeopardy with sanctions. Enterprise customers have abandoned them.
Samsung and SK Hynix received permanent exceptions to sanctions for fabs already in China as long as its to maintain and do upgrades to non leading edge processes.
https://www.cnn.com/2023/10/09/tech/south-korea-samsung-hynix-chips-waiver-hnk-intl/index.html
Exactly why. SK does not want to deal with sanctions.