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NVIDIA Korea Deals Tie AI Factories Memory Supply To Growth Story Simply Wall St Mon, June 8, 2026 at 11:16 PM AST 4 min read NVDA +1.73% 000660.KS +10.63% 017670.KS +1.41% Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. NVIDIA (NasdaqGS:NVDA) has entered multi-year agreeme

Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and Micron Technology as the memory market enters one of its strongest upcycles in years.

Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and elevated prices continue to lift sales at the Taiwan-based memory module maker.

Nvidia certifies ‘big three’ for HBM4, securing memory supply for Vera Rubin launch: report Samsung, SK Hynix, and Micron meet chip giant's requirements June 05, 2026 By Ben Wodecki Have your say Facebook Twitter LinkedIn Reddit Email Share – Ben Wodecki/SDxCentral Samsung Electronics, SK Hynix, and Micron, the so-called "big three" memory makers, have all been given the green light to by Nvidi

SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give major customers influence over its fabs or equipment.

ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5 billion (approx. US$4.4 billion) for the company. The Shanghai Stock Exchange said on May 27 that it had cleared a listing review for its STAR Board.

Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain.

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