"Vera Rubin has finally entered production. It is equipped with HBM4 from Samsung Electronics and SK Hynix."
Jensen Huang, CEO of NVIDIA, made this announcement during his keynote speech at the GTC Taipei 2026 technology exhibition on June 1, further solidifying the company's memory alliance with South Korea.
In a speech lasting nearly two hours, Huang officially confirmed the mass production of the next-generation AI accelerator, Vera Rubin. He specifically named Samsung Electronics and SK Hynix as key suppliers of the essential sixth-generation high-bandwidth memory (HBM4).
Huang also praised Taiwan's semiconductor ecosystem, referring to it as the "epicenter of the AI revolution," stating that "core manufacturing, including NVIDIA chip production and packaging, all takes place here." NVIDIA recently broke ground on a new headquarters in Taiwan, aiming for operations to begin by 2030, with plans to expand local investments to $150 billion annually.
However, Huang emphasized that "NVIDIA's AI systems require not only Taiwan's advanced processes but also the high-speed, high-capacity memory technologies from Samsung and SK Hynix." This highlights his intention to strengthen cooperation with Korean memory companies while maintaining a supply chain centered around TSMC.
Huang is also focusing on the manufacturing capabilities in the physical AI sector in South Korea. After concluding his schedule in Taiwan, he is expected to visit Korea on June 5 to discuss various collaboration opportunities with major domestic manufacturers.
He is likely to hold an official meeting with Koo Kwang-mo, chairman of LG Group, to accelerate the integration of NVIDIA's AI chips with LG's manufacturing platforms across future advanced industries, including home appliances, automotive, and robotics.
Earlier, Huang's daughter, Madison Huang, NVIDIA's Senior Director of Omniverse and Robotics Marketing, visited Korea in April and met with Ryu Jae-cheol, president of LG Electronics. During that meeting, they discussed collaboration in physical AI, infrastructure, and robotics, laying the groundwork for their alliance.
Huang is also scheduled to meet with other business leaders, including Chung Eui-sun, chairman of Hyundai Motor Group, and Park Jung-won, chairman of Doosan Group. Notably, discussions with Doosan are expected to focus on integrating NVIDIA's physical AI technology into Doosan Robotics and utilizing specialized data to secure customized foundation models.
* This article has been translated by AI.
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