NVIDIA And SK Hynix Ink Multi-Year Deal To Build AI Factories For Next-Gen Memory - HotHardware

NVIDIA and SK Hynix have entered into a multi-year agreement to jointly develop next-generation memory chips for AI factories. The collaboration aims to secure a steady supply of advanced memory produ... Read original →

The NVIDIA–SK Hynix alliance signals a pivotal shift: AI’s bottleneck is migrating from compute to memory. Technically, co-optimizing 3nm EUV-based HBM with CUDA-X will accelerate HBM4/5 standardization and strain TSMC’s CoWoS capacity, while pulling forward ASML’s High-NA EUV demand. Regulatory friction looms—divergent U.S.-South Korea export controls on advanced memory could inflate joint development costs, especially if GDDR7/HBM faces tighter licensing. Samsung may abandon its wait-and-see stance, rushing AMD or Meta partnerships, while Micron leverages LPDDR5X for edge AI. Within 18 months, this deal will cement 'memory-centric architecture' as the AI infrastructure norm and push SK Hynix to fast-track expansions in Wuxi and Taiwan, China to mitigate supply chain fragmentation.