Nvidia, SK Hynix Sign Multi‑Year AI Memory Deal
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- Nvidia announced a multi‑year partnership with SK Hynix to co‑develop next‑gen high‑bandwidth memory for AI, targeting the Vera Rubin GPU.
- SK Hynix ordered 44.2 billion‑won of equipment to build HBM4 chips, supporting the new memory roadmap.
- South Korea’s science minister said the country will seek priority supply of Nvidia’s Vera Rubin GPUs for its AI factories.
- Huang said the AI infrastructure boom will last over a decade and that SK Hynix will remain Nvidia’s largest memory partner.
- SK Hynix shares closed with big losses as the deal was announced, per MarketWatch, underscoring investor pressure on Korean memory makers.
Why it matters: The agreement guarantees Nvidia a dedicated supply of cutting‑edge HBM for its Vera Rubin GPUs, reinforcing its AI hardware lead, while SK Hynix secures a massive equipment order and long‑term revenue stream; however, the announcement also triggered a sharp drop in Korean memory stocks, underscoring market concerns about valuation and supply‑chain risk.
