supplierScore 60/100Research
Jensen Huang confirms SK partnership is multi-year memory supply deal; NVIDIA among world's largest memory buyers
“In the case of SK, as you know, we're one of the largest users of memories in the world... our partnership with SK is multi-years and most of that's related to memory consumption and memory partnership.”
Why it matters
First-party confirmation from NVIDIA's CEO of a multi-year memory commitment to SK Hynix underpins HBM demand visibility beyond the current cycle.
Investment implication
Supports a long-duration HBM demand thesis for SK Hynix, Micron, and Samsung; memory supply commitments from the largest compute buyer reduce cyclicality risk.