Jensen Huang Says SK hynix Will Remain a Key Partner; Chey Tae-won Says NVIDIA Will Cooperate on AI Factories

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[Financial News] NVIDIA CEO Jensen Huang described SK hynix as "one of our most important memory partners" and said the two companies will expand cooperation beyond semiconductors into artificial intelligence (AI) infrastructure, robotics, and communications. He also projected that the next-generation AI systems NVIDIA will build could grow into a $1 trillion market, stressing that South Korea will be one of the key beneficiaries of the AI revolution.
At an event held with Chey Tae-won at the SK Seorin Building in Jongno District, Seoul, on the 8th, Huang said, "The partnership announced today is very special for NVIDIA as well." He added that it represents "a long-term, multi-platform, multi-technology collaboration that will extend beyond semiconductor manufacturing to include communications."
He explained, "We are working together to build an AI factory in Korea." He added, "Just as fabs were needed in the semiconductor era, AI factories are needed in the AI era."
Huang also reiterated his intention to deepen cooperation with SK hynix. "NVIDIA will build systems on an enormous scale over the next several years," he said. "Across multiple future generations of platforms, I see a total revenue opportunity of $1 trillion." He added, "That will require a huge amount of chips, memory, wafers, and packaging. SK hynix is one of NVIDIA's most important memory partners."
\r\nCurrently, SK hynix is a key supplier of High-Bandwidth Memory (HBM) used in graphics processing units (GPUs) for AI servers. As demand for HBM surges alongside the spread of generative AI, SK hynix has become a central part of the supply chain by leading HBM supplies for NVIDIA's AI accelerators.
\r\nHuang described AI as core national infrastructure, like electricity, water, and the internet. "Every country and every company will be powered by AI," he said. "Future communication networks will not simply be networks that transmit data, but networks with AI built in." He added, "Manufacturing is at the heart of the Korean economy," and predicted that AI use will expand across a wide range of industries, including not only semiconductor production but also TV manufacturing.
He also emphasized that the global AI industry is still in its early stages. "Cloud service providers (CSPs), AI startups, and AI infrastructure companies are all growing rapidly," he said. "Building AI infrastructure will continue for more than the next 10 years."
He added that industry-specific AI will be needed not only for general-purpose AI, but also in biology, physics, quantum computing, communications, manufacturing, and robotics. "All of these AIs will require GPU-based computing infrastructure," he explained.
Meanwhile, Huang also gave South Korea high marks for its competitiveness. He cited the country's strengths in semiconductors, heavy industry, software, AI, and science and technology. "In particular, memory technology is among the best in the world," he said. "South Korea also ranks very highly in recent contributions to AI research."
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moving@fnnews.com Lee Dong-hyeok Reporter