Howard Lutnick Tells Samsung and SK Hynix They Have 'No Choice' but to Build US AI Memory Fabs— and Micro

In a direct push to secure America's artificial intelligence hardware pipeline, U.S.

Commerce Secretary Howard Lutnick has publicly pressured South Korean semiconductor giants Samsung Electronics and SK Hynix Inc.

(NASDAQ:SKHY) to construct local AI memory fabs.

Speaking at a Micron Technology Inc.'s (NASDAQ:MU) event, Lutnick signaled reordering of the global tech supply chain, asserting that because U.S.-based Micron is aggressively scaling up domestic manufacturing, its Asian rivals will ultimately have "no choice but to follow" and invest on American soil.

Driving the AI Supply Chain Home According to a report by South Korean media outlet Maeil Business, Lutnick confirmed he is actively discussing expansion plans with executives from both Samsung and SK Hynix.