SK Hynix is a key Nvidia partner and a leading supplier of high-bandwidth memory (HBM), a vital component in AI chips. The close relationship gives both companies a competitive advantage.
A large-scale supply agreement gives SK Hynix stable, substantial business with a dominant player in AI infrastructure, helping cushion the company from the memory market’s traditional cycles. The agreement also gives SK Hynix the confidence and visibility to expand production capacity amid high demand for AI components.
For Nvidia, steady access to scarce HBM from a leading manufacturer like SK Hynix is essential to maintaining its position in the fast-growing AI market.