In the global market of fluorinated polyimide and hydrogen fluoride materials, Japan holds up to 90% and 70% of the total market share, which has a fatal impact on Korean semiconductor industry immediately. SK Hynix, which is developing rapidly, has to find another way out urgently.
The reason for choosing Intel Dalian Factory is that the factory has sufficient capacity, which can alleviate the urgent need of SK Hynix in a short time and ensure the stability of the market.
Intel Fab 68 Dalian factory officially put into production in 2010. It is not CPU processors but NAND flash memory that is the main manufacturer. It has been taking over the proud storage of 3D XPoint since 2016.
The flash memory of Dalian plant is mainly used by Intel's own products. It mainly supports the data center business. It has only begun to increase the proportion of export in the past two years. But even if SK Hailishi eats all the export capacity, it will be a drop in the ocean. It will undoubtedly have more immediate effect to buy the whole factory directly.
It's not clear what SK Hailishi's offer is and what Intel's price is. Industry insiders expect that,Dalian plant itself may cost about 8 billion US dollars, plus flash storage business, at least 10 billion US dollars, but SK Hailishi's current situation, it is not too difficult to take out these money.