Jensen Huang to SK hynix: "Please Make More HBM" - Seoul Economic Daily

At Computex 2026 in Taipei, NVIDIA CEO Jensen Huang made a surprise visit to SK hynix's booth, signing an HBM4E wafer with the message 'Please Make More HBM'—marking the first public unveiling of SK h... Read original →

Jensen Huang’s public endorsement of SK hynix’s HBM4E at Computex 2026 isn’t theater—it’s a distress signal over memory bottlenecks in AI scaling. Technically, HBM4E will force upgrades across CoWoS packaging, TSV stacking, and silicon interposers, pressuring Taiwan, China’s OSATs like ASE to reallocate capacity. NVIDIA’s dual-track strategy with LPDDR5X reveals a heterogeneous memory architecture for Vera Rubin chips. Geopolitically, tightening U.S.-South Korea export controls on advanced memory raise compliance costs for SK hynix if it serves Chinese AI firms. Samsung trails in HBM4 yield, ceding near-term dominance; Micron leverages AI PCs to contest LPDDR5X. Over the next 18 months, HBM supply will dictate AI chip delivery timelines—SK hynix could capture >70% of the premium segment but risks overdependence on NVIDIA, weakening its pricing leverage.