SK Group and Nvidia have agreed to a partnership valued at more than $500 billion（約80兆円） that encompasses AI factory construction and the development and supply of next-generation high-bandwidth memory. The deal, formalized through letters of intent signed at an AI summit on Thursday, signals a major strategic commitment between a leading memory chipmaker and the dominant AI processor designer.
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SK Group and Nvidia announced a comprehensive partnership valued at more than $500 billion（約80兆円）. The deal covers AI factory construction and next-generation memory supply, with letters of intent signed at an AI summit on Thursday.
Why it matters
Long-term partnerships between semiconductor suppliers and AI chip makers lock in supply chains and accelerate next-generation product development. For SK Hynix, the deal secures a major customer for advanced memory products; for Nvidia, it ensures reliable supply of high-bandwidth memory (HBM) critical to AI systems.
What to watch
The specific timeline and capacity targets for AI factory construction and HBM production volumes are not disclosed in the announcement, so investors should watch for detailed timelines and investment milestones in coming months.
SK Group and Nvidia have forged a comprehensive strategic partnership valued at more than $500 billion（約80兆円） to jointly develop and produce next-generation memory products and construct AI factories. The two companies formalized their commitment by signing letters of intent at an AI summit on Thursday. The partnership spans two main areas: the construction of AI factories and the supply of next-generation memory technology, positioning SK Hynix as a cornerstone supplier for Nvidia's expanding AI infrastructure needs. The deal represents one of the largest semiconductor partnerships announced in recent years, reflecting the intensity of competition for AI chip supply and the enormous capital requirements to build manufacturing capacity at the scale demanded by global AI deployment.
The announcement reflects the critical importance of memory supply in the AI boom. High-bandwidth memory (HBM) is a bottleneck in AI chip production—it must keep pace with the compute performance of processors like Nvidia's H100 and H200 to avoid becoming a performance ceiling. By locking in a long-term agreement with SK Hynix, one of the world's largest memory manufacturers, Nvidia seeks to secure reliable supply of the advanced memory products that its data center and AI customers demand. For SK Hynix, the deal provides long-term revenue visibility and justifies major capital investment in new fabs (manufacturing plants) tailored to Nvidia's specifications. The partnership's scale—more than $500 billion（約80兆円）—underscores the vast capital requirements driving AI infrastructure buildout globally.
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