Choi Tae-won, chairman of SK Group, revealed that he is considering building a new memory semiconductor factory in Japan. He also mentioned cooperation with Kioxia, a Japanese NAND flash manufacturing company in which SK Hynix (000660) holds a stake, as "one option." He also hinted at the possibility of presenting a concrete investment plan by the end of the year.
Chairman Choi said in an interview with Japan's Asahi Shimbun on the 2nd, "Kioxia is a company with many strengths," and expressed his thoughts that they could cooperate in joint production, research and development, and supply chain sharing. However, he also said, "If we can no longer establish any cooperative relationship, we will end our investment in Kioxia."
SK Hynix has a unique relationship with Kioxia. It is both a competitor vying for global market dominance in NAND flash manufacturing and the largest shareholder indirectly investing in Kioxia through convertible bonds (CB).
Chairman Choi cited the cooperative relationship between US SanDisk and Kioxia as a model case. Kioxia has established a joint venture with SanDisk to jointly produce its main products. SanDisk plays a key role in the development of 10th generation NAND, a strategic partner. Chairman Choi said, "If SK Hynix is included in Kioxia's future strategy, we are always willing to be a partner," citing this as an example.
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ㅋㅋㅋㅋㅋ Korea builds factories in Japan and threatens the government. It threatens Japan with Kioxia's stake, it's just a flower festival.
▶ Sumber asli: https://news.nate.com/view/20260902n09647
