Nvidia Clinches South Korea AI Deals, Led by Multiyear SK Hynix Memory Pact
Nvidia announced a series of South Korea deals during Jensen Huang's Seoul visit, anchored by a multiyear partnership with SK Hynix to co-develop next-generation memory for Vera Rubin AI supercomputers, Vera CPUs, RTX Spark PCs and Jetson Thor robotics platforms. Naver will use Nvidia technology to build data centers and gigawatt-scale AI factories, while Huang said the company is also working with LG on humanoid robots, an AI factory and future data-center architectures.
The agreements broaden Nvidia's reach across memory, cloud infrastructure, data centers and robotics, helping it secure crucial memory chips for its AI ambitions while adding customers. Huang has said shortages from wafers and packaging to silicon photonics and cable connectors could last for several years. Separately, Samsung chip chief Jun Young-hyun met Huang in Seoul to discuss next-generation semiconductor cooperation, including HBM4, HBM4E, HBM5 and foundry operations.
From the sources (25 posts)
@yoolimleenewsJensen and heads of Naver, LG, SK handing out drinks to reporters
@yoolimleenewsKorean BBQ and AI tycoons in Seoul
@yoolimleenewsJensen Huang's Seoul stop wasn't about product launches. It was about alliances. The Nvidia CEO shared pork belly BBQ and soju with the leaders of tech heavyweights SK Group, Naver, LG Group in Hongdae. It was a rare public display of cama
@yoolimleenewsJensen Huang arrives for dinner with heads of SK, LG and Naver in Seoul
@financialjuiceNvidia CEO Jensen Huang: We might reveal some announcements tomorrow
@financialjuiceSouth Korea-Nvidia CEO Jensen Huang: Possible announcements tomorrow - Channel 4 livestream
@financialjuiceHuang to meet Samsung Vice Chairman Jun tomorrow
@stockmktnewzNvidia CEO Jensen Huang will meet with Samsung's Vice Chairman tomorrow
@financialjuiceNvidia CEO Jensen Huang: Memory shortage to continue for several years
@stockmktnewzNvidia CEO Jensen Huang just said that he thinks the memory shortage will last for several more years
@financialjuiceNvidia CEO Huang, SK Chairman Chey to reveal cooperation plan Monday - Newsis
@firstsquawkNvidia CEO Huang, SK Chairman Chey to reveal cooperation plan Monday - Newsis
@jukan05Jensen Huang: “Demand is enormous. From wafers to silicon photonics and cable connectors, everything across the entire industry supply chain is in short supply.”
@stocksavvyshay$NVDA CEO Jensen Huang says he expects the memory shortage to last several more years. HBM uses far more wafer capacity than regular DRAM and depends on advanced packaging so even $MU, Samsung and SK Hynix cannot fix supply just by adding
@zephyr_z9RT @jukan05: Jensen Huang: “Demand is enormous. From wafers to silicon photonics and cable connectors, everything across the entire industr…
@cnbcNvidia, SK to detail cooperation plan as Huang flags prolonged chip shortage
@stocksavvyshay$NVDA CEO Jensen Huang says demand remains enormous with shortages spanning everything from wafers to silicon photonics and cable connectors. He also teased that Nvidia may have additional announcements coming tomorrow.
@businessNvidia's Jensen Huang said the company's new Vera central processing units will use SK Hynix memory chips, as the two companies prepare to do more business in the coming year
@reutersNvidia, SK to detail cooperation plan as Huang flags prolonged chip shortage
@reutersNvidia, SK to detail cooperation plan as Huang flags prolonged chip shortage
@stockmktnewzNVIDIA $NVDA CEO JENSEN HUANG JUST SAID THE MEMORY SHORTAGE WILL PERSIST FOR "QUITE A FEW YEARS" He made the comments ahead of a planned partnership announcement between Nvidia and SK Hynix on Monday. On the shortage, Jensen Huang said:
@stocksavvyshayRT @StockSavvyShay: $NVDA CEO Jensen Huang says he expects the memory shortage to last several more years. HBM uses far more wafer capacit…
@beth_kindigSK Hynix Chairman Chey Tae-won believes the memory shortage could continue until 2030, with SK Hynix planning to double its memory wafer capacity over the next five years to help meet demand. $MU $NVDA $AMD
@financialjuiceNvidia, SK Hynix to jointly develop memory for Nvidia Vera Rubin, Vera CPU, RTX Spark, Jetson Thor
@jukan05*SK Hynix and NVIDIA Announce Multi-Year Technology Partnership