Solidigm, a subsidiary of Apple supplier SK Hynix, is considering building a NAND flash memory factory in the United States, according to Reuters. Upstate New York has emerged as a leading candidate for the facility, although the company has not announced a final location or confirmed that construction will proceed.

The potential project would give Solidigm a U.S. manufacturing base and reduce its reliance on the company’s NAND factory in China. NAND flash memory is used to store data in products such as solid-state drives, making the location of production an important consideration for technology companies and their supply chains.

Upstate New York is the leading candidate

Reuters reported that upstate New York is currently viewed as the leading location under consideration. The report did not identify a specific site, provide an investment amount, or indicate when a decision could be made.

Solidigm’s plans remain at the discussion stage. Considering a factory does not mean that the company has approved the project, started construction, or committed to manufacturing in the United States. Further details would be needed before the scale and commercial impact of any facility could be assessed.

Solidigm also in talks with Intel

The possible New York factory follows separate manufacturing discussions between Solidigm and Intel. Those talks concern starting memory production in the United States and emerged one day before the report about the potential facility.

The connection between the two developments is not clear from the available information. However, both point to Solidigm evaluating ways to expand or shift some memory manufacturing activity within the U.S. rather than depending as heavily on its existing production in China.

Why the proposal matters to Apple’s supply chain

Solidigm is part of SK Hynix, an Apple supplier, so any change in its manufacturing footprint could be relevant to the broader electronics supply chain. A U.S. NAND facility could provide Solidigm with another production location, while reducing the concentration of its manufacturing operations in China.

For now, the proposal remains under consideration. Solidigm’s discussions with Intel and its reported evaluation of upstate New York indicate that the company is exploring U.S. production, but neither development confirms a completed agreement or a new factory.