SK hynix and NVIDIA just formed a multi-year memory partnership to build the chips behind the next wave of AI factories.

Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-08

SK Hynix and NVIDIA announce a multi-year co-development partnership to build high-bandwidth memory for Vera Rubin AI supercomputers, AI servers, personal AI, and physical AI applications.

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SemiAnalysis: AI Silicon Shortage — HBM Bottleneck and N3 Wafer Dominance

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Topics: ai-hardwarehbmnvidiask-hynix

Claims

SK Hynix and NVIDIA have formed a multi-year partnership to co-develop memory chips for AI infrastructure.
The partnership includes memory for NVIDIA's Vera Rubin AI supercomputers.
SK Hynix is expanding into AI servers, personal AI, and physical AI markets through this deal.

Key quotes

SK hynix and NVIDIA just formed a multi-year memory partnership to build the chips behind the next wave of AI factories.

SK hynix is being pulled deeper into AI servers, personal AI, and physical AI.