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Nvidia deepens South Korea AI push with SK Hynix memory partnership

Nvidia deepens South Korea AI push with SK Hynix memory partnership

Jensen Huang’s Seoul visit brought six South Korean partnerships, led by a multi-year SK Hynix memory pact and AI infrastructure plans with Naver and SK Telecom.

Fact Check
Reuters and CNBC both directly quote Huang on June 7, 2026 saying memory shortages will persist for 'several years' / 'quite a few years'. Seoul Economic Daily corroborates the same Seoul remarks and earlier (June 1) confirms the Vera CPU uses SK Hynix DRAM (LPDDR5X). All three core elements of the claim — multi-year memory shortage warning, Vera CPU using SK Hynix DRAM, and a forthcoming SK Group cooperation announcement after Seoul talks — are independently confirmed by multiple top-tier outlets.
Summary

Nvidia used CEO Jensen Huang’s June visit to Seoul to announce six South Korean partnerships with SK Hynix, Naver, SK Telecom, Doosan Group, LG Group and Hyundai Motor Group. The centerpiece was a multi-year technology partnership with SK Hynix to develop next-generation memory for Nvidia’s Vera Rubin, Vera CPU, RTX Spark and Jetson Thor platforms across AI infrastructure, personal AI and physical AI. Huang said SK Hynix is Nvidia’s largest memory supplier, that Nvidia already buys billions and billions of dollars of products from the company each year, and that purchases are set to rise significantly; he also said Nvidia’s Vera CPU will use SK Hynix DRAM and warned AI-related memory shortages could last for “several years.” The visit also produced AI infrastructure plans with Naver and SK Telecom based on Nvidia’s DSX platform, including Naver’s GAK Sejong expansion from 55 MW toward the gigawatt range and SK Telecom’s planned gigawatt-class AI Cloud with a first AI data center targeted for 2027.

Terms & Concepts
  • sovereign AI: AI infrastructure and services built to keep a country's data, computing capacity and model development under domestic control.
  • DRAM: Dynamic random-access memory, a widely used semiconductor memory chip used in computing systems.
  • AI factory: A large-scale computing facility designed to train, deploy and run AI workloads.