Solidigm Dangles New $45 Billion US Plant to Upgrade China Site
THE SO WHAT
Solidigm floating a $45 billion US fab in talks with Commerce—tied to upgrading a China site—shows how chipmakers are using domestic investment as leverage in geopolitically constrained negotiations. If you depend on advanced memory, assume supply chains will be re-anchored by policy as much as by price and start mapping vendor and geography concentration now.
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