NVIDIA CEO Jensen Huang highlighted a severe, multi-year AI-driven supply shortage affecting the entire chip and memory industry, signaling strong demand for companies like Micron and SanDisk. Despite recent stock drops, Huang's comments and NVIDIA's new partnership with SK Hynix suggest sustained demand and supply constraints ahead. This outlook reframes recent price declines as temporary, with Micron and SanDisk securing long-term customer agreements and visibility into 2027. Investors should watch upcoming earnings for confirmation of this supply-driven growth story.
South Korea's KOSPI index fell sharply by about 7.25% early Monday, breaking its recent strong performance this year. The drop is linked to a 15% decline since last Tuesday, heavily influenced by major memory-chip companies Samsung and SK Hynix. The ...
Nvidia CEO Jensen Huang signed a new partnership agreement with South Korean memory-chip maker SK Hynix. Despite this, shares of SK Hynix and Samsung Electronics dropped over 10% each, reflecting investor concerns amid a cooling AI trade. South Korea...
NVIDIA and SK hynix announced a multiyear partnership to co-develop next-generation memory for AI systems, including NVIDIA's Vera Rubin supercomputers and other AI platforms. This deal aims to strengthen Korea's tech sector during a global chip mark...
SK Telecom announced plans to develop a gigawatt-scale AI Cloud in Korea powered by NVIDIA's DSX platform, with the first AI factory launching in 2027. This AI Cloud will support advanced AI workloads including sovereign, physical, and agentic AI ser...
NVIDIA and SK hynix have announced a multiyear partnership to co-develop next-generation memory technologies aligned with NVIDIA's AI infrastructure roadmap. This collaboration aims to support the growing global buildout of AI factories by addressing...
