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2mo ago

Nvidia, SK Leaders Meet in Silicon Valley to Discuss HBM4 Supply and AI Cooperation

SK hynix signals tight HBM4 availability even as it moves into mass production for key programs.

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This file photo taken Oct. 31, 2025, shows SK Group Chairman Chey Tae-won (R) posing with Nvidia Corp. Chief Executive Jensen Huang at the Asia-Pacific Economic Cooperation CEO Summit in Gyeongju, about 275 km southeast of Seoul. Chey is holding an Nvidia DGX Spark AI supercomputer presented by Huang. (Joint Press Corps-Yonhap)
This photo provided by a reader shows SK Group Chairman Chey Tae-won (L) speaking with Nvidia Corp. Chief Executive Officer (CEO) Jensen Huang at a Korean restaurant in Silicon Valley, California, the United States, on Feb. 5, 2026. (PHOTO NOT FOR SALE) (Yonhap)

Overview

  • The Feb. 5 meeting between Nvidia CEO Jensen Huang and SK Group Chairman Chey Tae-won was held at 99 Chicken in Santa Clara near Nvidia’s headquarters.
  • Industry sources say talks centered on supply plans for HBM4 tied to Nvidia’s planned Vera Rubin accelerator platform, which is expected in the second half of 2026.
  • SK hynix says it is proceeding with HBM4 mass production on customer-agreed schedules but may be unable to meet all demand.
  • Industry sources estimate SK hynix will remain Nvidia’s largest HBM4 supplier this year with roughly a 70% share, while Samsung is expected to begin HBM4 production later in 2026.
  • The discussions reportedly also explored broader cooperation covering server memory modules such as SOCAMM, NAND flash, AI data centers, and potential ties to SK’s biotechnology unit.