约克/首尔10月14日 - 两位熟悉此事的人士周三表示，韩国SK海力士正寻求华盛顿的批准，以便向中国出口美国芯片制造设备，以增加当地产量，作为在美国建厂的条件。
YORK/SEOUL Oct 14 - South Korea's SK Hynix is seeking approval from Washington to export US chipmaking equipment to China to increase production there as a condition for building a factory in the US, two people familiar with the matter said on Wednesday.
特朗普政府正施压SK海力士、三星及其他外国芯片制造商在美国建厂，以重建美国制造业产能并创造就业机会。
The Trump administration is pressing SK Hynix, Samsung and other foreign chipmakers to build plants in the US in a drive to rebuild US manufacturing capacity and create jobs.
在全球存储芯片短缺导致价格上涨的背景下，SK海力士的美国子公司Solidigm希望在其位于中国大连的闲置空间安装新设备，以生产NAND芯片。NAND闪存用于安装在数据中心用于AI和云计算的固态硬盘。
Amid a global shortage of memory chips that has driven up prices, Solidigm, the US unit of SK Hynix, wants to install new equipment to produce NAND chips in unused space at SK Hynix's Dalian, China, site. NAND flash memory is used in solid-state drives installed in data centers for AI and cloud computing.
大连的NAND设施使用来自美国主要半导体设备制造商的工具，如拉姆研究公司、应用材料公司和KLA公司。
The Dalian NAND facility uses tools from major US semiconductor equipment makers like Lam Research, Applied Materials and KLA.
Solidigm寻求为大连的额外设备申请美国出口许可证，并将其在美国建设新NAND工厂的计划与该许可证的获取挂钩，此前尚未有报道。
Solidigm's pursuit of a US export license for additional equipment in Dalian and making its plan to build a new US NAND factory contingent on the license have not been previously reported.
SK海力士未立即回应置评请求。Solidigm拒绝就此事发表评论。
SK Hynix did not immediately respond to a request for comment. Solidigm declined comment on the matter.
负责监管出口管制并一直在谈判半导体制造设施投资的美国商务部未回应置评请求。
The US Department of Commerce, which oversees export controls and has been negotiating semiconductor manufacturing facility investments, did not respond to a request for comment.
美国一直限制向中国出口芯片制造设备，以阻碍北京在人工智能和军事应用中使用的尖端半导体的发展，华盛顿认为这些技术对国家安全至关重要。
The US has restricted exports of chipmaking equipment to China in a bid to slow Beijing's development of cutting-edge semiconductors used in AI and military applications, technologies that Washington views as critical to national security.
路透社上个月报道称，Solidigm正考虑在美国建设NAND闪存芯片工厂。半导体制造厂，即行业所说的晶圆厂，建设需要数年时间和数十亿美元。
Reuters reported last month that Solidigm was considering building a NAND flash memory chip factory in the US. Semiconductor fabrication plants, known in the industry as fabs, take years and billions of dollars to build.
其中一位知情人士表示，来自中国的扩产将有助于Solidigm为美国的NAND设施提供资金，并为在美国实现更多生产提供过渡。
Expanded production from China would help Solidigm fund a NAND facility in the US, one of the people said, and provide a bridge to producing more in the US.
Solidigm也在考虑明年早些时候进行首次公开募股，筹集的资金可能有助于为其美国工厂提供资金，另一位消息人士称。
Solidigm is also weighing an initial public offering as early as next year, raising funds that could help finance its US factory, another source said.
大连工厂 在几年前的存储器市场低迷之后，NAND市场如今正处于繁荣期，并预计在未来几年内将继续保持紧张，TechInsights的存储器行业专家沃尔特·昆表示。自2023年中以来，价格已上涨了七倍，他补充道。
PLANT IN DALIAN After a memory market downturn a few years ago, the NAND market is now booming and is expected to remain tight over the next few years, according to Walt Coon, a memory industry expert at TechInsights. Pricing has increased sevenfold since mid-2023, he said.
去年，商务部撤销了授予海力士和三星的授权，这些授权使它们无需申请许可证即可在美国设备用于其中国晶圆厂，商务部称这些授权为“拜登时代的漏洞”。相反，商务部表示将授予出口许可证，以允许这些公司在中国运营其现有晶圆厂，但不预计会批准用于扩大产能或升级技术的设备许可证。12月，商务部为SK海力士的大连工厂签发了一项2026年许可证，限制了设备数量。
Last year, the Commerce Department revoked authorizations granted to Hynix and Samsung that exempted them from having to apply for licenses for US equipment in their Chinese fabs, calling the authorizations a "Biden-era loophole." Instead, the Commerce Department said it would grant export licenses to allow the companies to operate their existing fabs in China but did not expect to approve licenses for equipment to expand capacity or upgrade technology. In December, the department issued a 2026 license for SK Hynix's Dalian site that limited the quantity of equipment.
一位消息人士称，SK海力士的大连工厂拥有一个名为Mod B的晶圆厂空间，该空间是在2023年建成的。由于存储器市场低迷，该工厂未完成设备建设。
SK Hynix's Dalian facility is home to a fab space known as Mod B that it built in 2023, one source said. It did not complete equipment buildout due to the memory market downturn.
两位消息人士称，Mod B内部有一些芯片制造工具，还有更多空间可供使用。
Mod B has some chipmaking tools in it, two of the sources said, with room for much more.
一位人士表示，商务部尚未为2027年签发更多美国制造的设备和技术许可证。该人士还表示，Solidigm也已申请出口许可证，以购买用于Mod B的额外工具。
The Commerce Department has not yet issued a license for more US-made equipment and technology in 2027, one person said. Solidigm has also applied for an export license to buy additional tools for Mod B, the person said.
SK海力士正在与英特尔进行单独的谈判，以租用其在俄亥俄州长期规划的芯片制造设施的一部分。作为全球NAND闪存供应商中仅次于三星电子的第二大供应商，这家韩国公司还在印第安纳州动工建设用于高带宽内存的先进封装厂。
SK Hynix is separately in talks with Intel to lease part of its long-planned chipmaking facility in Ohio. The South Korean company, which trails Samsung Electronics as the top two global NAND flash memory suppliers, also has broken ground on an advanced packaging plant for high bandwidth memory in Indiana.
根据Counterpoint Research的数据，中国NAND闪存制造商长江存储(YMTC)在2026年第二季度升至全球第三位。
YMTC, China's NAND flash maker, moved up to No. 3 in the second quarter of 2026, according to Counterpoint Research.