SK Group Chairman Chey Tae-won met with Nvidia CEO Jensen Huang to enhance collaboration on AI semiconductors. As competition intensifies over high-bandwidth memory (HBM) in the global supply chain, the strategic partnership between SK Hynix and Nvidia is becoming increasingly evident.
According to industry sources, Chey attended the 'GTC Taipei 2026' event on June 1 alongside SK Hynix President Kwak Noh-jung, where he met with Huang. This marks the third meeting between Chey and Huang this year.
After listening to Huang's keynote speech, Chey reportedly held a private meeting with Nvidia executives. Published photos show Chey, Huang, and other key executives from both companies smiling and embracing, highlighting the trust built around their AI memory collaboration rather than a mere ceremonial encounter.
This meeting comes as SK Hynix has established itself as a core supplier of HBM for Nvidia's AI accelerators. As Nvidia transitions to next-generation AI platforms, the stable supply of high-performance memory like HBM4 has become crucial, leading to more frequent communications between the two companies' top executives.
Industry analysts suggest that this meeting likely went beyond mere congratulations, possibly addressing the supply schedule for HBM4 and coordinating responses to next-generation AI server demand.
Attention is also on Huang's upcoming visit to Korea, where he is expected to meet with leaders of major domestic companies. Following last year's notable 'partner meeting,' there is speculation about a second gathering in Korea, potentially featuring a casual meal of samgyeopsal (grilled pork belly).
For Chey, these consecutive meetings represent a pivotal moment in solidifying SK Hynix's leadership in HBM. Given Nvidia's dominant influence in the AI semiconductor market, Chey's direct engagement with Huang is seen as a strategic move that extends beyond client management to encompass the broader semiconductor strategy of the group.
* This article has been translated by AI.
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