The SK Group chairman said demand from Nvidia for high-bandwidth memory appears to be accelerating ahead of their next meeting.
SK Group's Chey Tae-won said Jensen Huang is expected to push for additional memory chip supply at their next meeting, signaling that Nvidia's appetite for high-bandwidth memory, or HBM, is increasing rather than easing. The remark points to continued strength in AI-linked semiconductor demand, as HBM is a key memory technology used to support advanced AI workloads.