TLDR
- NVIDIA and SK hynix have announced a multiyear technology partnership focused on next-generation memory for AI factories.
- SK hynix will co-develop memory for NVIDIA’s Vera Rubin AI supercomputers, Vera CPUs, RTX Spark PCs, and Jetson Thor robotics platforms.
- The two companies will use AI to accelerate semiconductor chip design and manufacturing workflows.
- SK hynix will build factory digital twins using NVIDIA Omniverse and cuOpt to push toward fully autonomous fab operations.
- The deal also expands SK hynix into new markets NVIDIA is creating, including personal AI and physical AI.
NVIDIA and SK hynix have announced a multiyear technology partnership to co-develop next-generation memory for AI factories worldwide.
The deal was announced on June 7, 2026, and covers memory supply, semiconductor design, and manufacturing — tying SK hynix directly into NVIDIA’s AI infrastructure roadmap.
SK hynix stock (KRX: 000660) had been trading around ₩238,000 in the days leading up to the announcement.
The partnership is designed to address the long development cycles and heavy capital requirements that come with advanced memory fabrication at scale.
As AI factories grow globally, NVIDIA needs memory supply that can keep pace. This agreement is structured to do exactly that.
SK hynix will co-develop memory for a range of NVIDIA platforms — including Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered personal computers, and the Jetson Thor robotic computing platform.
That last point is worth paying attention to. It pulls SK hynix into three distinct NVIDIA-led markets: AI infrastructure, personal AI, and physical AI.
AI Accelerates Chip Design
Beyond supply, the two companies are applying AI directly to how semiconductors are designed and made.
SK hynix is using NVIDIA’s CUDA-X libraries and the PhysicsNeMo framework to speed up semiconductor simulation — including technology computer-aided design and computational lithography workflows.
The collaboration also opens the door to three-way partnerships between chipmakers, NVIDIA, and electronic design automation software vendors.
That’s a broader ecosystem play, not just a bilateral supply deal.
Digital Twins and Autonomous Fabs
SK hynix is developing factory digital twins — 3D virtual replicas of its fabrication plants — using NVIDIA Omniverse and OpenUSD pipelines.
These twins are built to simulate and optimize complex manufacturing environments, including the movement of autonomous mobile robots inside fabs.
The open-source NVIDIA cuOpt engine and the NVIDIA Metropolis platform support operational optimization within those environments.
The companies are also working to connect these digital twins with existing legacy software and agentic AI workflows — letting AI systems reason over fab data and automate manufacturing decisions.
Jensen Huang, NVIDIA’s CEO, called advanced memory “essential” to AI factory performance and described SK hynix as having played a “central role” in delivering memory for NVIDIA’s platforms.
SK Group Chairman Chey Tae-won said the partnership “reflects the depth” of years of collaboration and that the two companies are now applying AI to how semiconductors are designed and manufactured.
In a separate announcement on the same day, NVIDIA said South Korea’s Naver will use its DSX platform to design and scale full-stack AI platforms for enterprises and government.
🚨 Our MAY Stock Picks Are Live!
A new month means new opportunities. Our analysts have just released their top stock picks for May, highlighting companies with strong momentum that rank highly on our KO Score algorithm. We’re also now sharing trade ideas for both long-term and short-term investors, giving you more ways to spot potential opportunities in the market.
Sign up to Knockout Stocks today and get 50% off to unlock the full list and see which stocks made the cut.
Use coupon code Special50 for your exclusive discount!
Be the first to comment