SK, Nvidia Deepen Alliance in Taiwan as Huang Cites Close HBM Cooperation - bloomingbit

In June 2026, SK Group and NVIDIA deepened their strategic partnership in Taiwan, focusing on AI infrastructure and HBM (High Bandwidth Memory) collaboration. The meeting between SK Chairman Chey Tae-... Read original →

The deepened SK-NVIDIA alliance in Taiwan, China is less about partnership and more about vertical integration under AI compute arms race pressure. Technically, mass-producing HBM4 on 3nm with CoWoS packaging demands more EUV layers and higher TSV yields—forcing immediate upgrades across equipment and materials supply chains. Geopolitically, tightening U.S.-South Korea export controls on advanced memory push SK Hynix to use Taiwan, China as a neutral coordination hub, mitigating single-region exposure. Competitively, Samsung and Micron will accelerate HBM4 sampling, likely trading margin for market share, while TSMC leverages this to cement its AI foundry dominance. Within 18 months, HBM will evolve from a peripheral component to a defining element of AI chip architecture—granting memory makers unprecedented influence over system design and reshaping global AI infrastructure power dynamics.