South Korea’s SK Hynix is deepening its commitment to artificial intelligence with a major strategic pivot toward the United States, announcing plans to establish a new U.S.-based company dedicated to AI solutions and to commit at least $10 billion to the effort.
The move underscores how central AI has become to the chipmaker’s growth strategy, while also reflecting the shifting geopolitical and trade pressures reshaping the global semiconductor industry.
The new entity, tentatively named “AI Company” or “AI Co.,” is designed to function as the nerve center for SK Group’s AI ambitions. According to the company, it will coordinate strategy across affiliates and accelerate the deployment of AI technologies in global markets, positioning SK Hynix not just as a component supplier, but as a broader solutions provider in the AI ecosystem.
SK Hynix’s growing influence in artificial intelligence is rooted in its dominance in high-bandwidth memory, or HBM, a specialized form of memory that has become essential for training and running large-scale AI models. HBM chips are tightly integrated with advanced processors, including Nvidia’s AI accelerators, and persistent shortages have turned them into one of the most strategically important bottlenecks in the AI supply chain.
That supply constraint has been financially transformative for SK Hynix. On the same day it announced the U.S. AI push, the company reported fourth-quarter results that exceeded market expectations, with profits lifted by tight memory supply and elevated prices. The imbalance between demand and production capacity has given leading memory suppliers unusual pricing power, reinforcing incentives to expand aggressively.
As part of the restructuring, SK Hynix said it will reorganize its California-based subsidiary Solidigm, an enterprise solid-state drive maker formed in 2021. Solidigm’s existing operations will be transferred into a newly established entity, Solidigm Inc., clearing the way for the creation of AI Co. as a distinct platform focused on higher-level AI solutions and strategic investments.
The planned $10 billion investment will not be deployed all at once. Instead, SK Hynix said funding will be provided on a capital-call basis, allowing flexibility as projects mature and opportunities emerge. Beyond internal development, AI Co. is expected to pursue strategic stakes in U.S. artificial intelligence companies, a move aimed at creating synergies across SK Group’s sprawling portfolio, which spans semiconductors, energy, telecommunications, and advanced materials.
The U.S. focus is not incidental, as Washington has made domestic semiconductor investment a central economic and national security priority, and President Donald Trump has repeatedly warned that foreign chipmakers could face tariffs if they fail to expand manufacturing and advanced packaging operations on U.S. soil. SK Hynix’s latest announcement fits squarely within that policy environment.
The company is already building a $3.87 billion advanced chip packaging and research facility in Indiana, a project unveiled in 2024. That site is expected to produce high-bandwidth memory for AI applications, with operations scheduled to begin in 2028. In parallel, SK Hynix has committed nearly $13 billion to an advanced packaging plant in South Korea, highlighting how the company is pursuing a dual-track strategy that strengthens capacity at home while embedding itself more deeply in the U.S. semiconductor ecosystem.
The timing also intersects with broader trade discussions between Washington and Seoul. President Trump has been engaged in tariff negotiations with South Korea in recent months, part of a wider effort to rebalance trade relationships. On Tuesday, he said the United States would “work something out” with South Korea after issuing fresh tariff threats, language that markets interpreted as a possible signal of de-escalation.
The convergence of AI-driven demand, memory shortages, and trade politics creates both opportunity and risk for SK Hynix. By anchoring a significant portion of its AI strategy in the United States, the company positions itself closer to its largest customers, including U.S. cloud and AI infrastructure giants, while also aligning with the industrial priorities of the Trump administration.
At the same time, the scale of the commitment reflects how fiercely contested the AI hardware race has become. With rivals such as Samsung Electronics and Micron Technology racing to expand HBM output and advanced packaging capacity, SK Hynix’s decision to establish a dedicated AI-focused U.S. company signals an ambition to move further up the value chain, from indispensable supplier to strategic partner in the AI era.








