SK hynix, NVIDIA to jointly develop next-generation memory for AI

SK hynix 6month 7day announced that it would jointly develop next-generation memory for AI factories with NVIDIA. The company described the purpose of the joint development as responding to global demand for AI factories. The two companies said they would jointly conduct design validation and application testing.

The publicly released announcement did not include specific amounts or a supply schedule. The company said it would disclose detailed terms later. Related information can be confirmed in the company's announcement materials and filings.

The cooperation aims to develop memory for large-scale AI data centers referred to as “AI factories.” The announcement identified the products under development as “next-generation memory.” The two companies said they would proceed with discussions focused on technological cooperation and a validation schedule.

Earlier, 6month 5semiconductor and small-cap stocks weakened as interest rates surged. During the same period, questions were also raised about NVIDIA’s memory demand. The announcement of the joint development clearly presented the cooperation plans of the two companies.

SK hynix said in its announcement that the cooperation would strengthen its capabilities to respond to AI factories. It also stated that NVIDIA would participate in design verification and application testing. The announcements by the two companies focused on mutual technological cooperation and verification.

According to publicly available materials, the specific shipment timing and supply volume were not disclosed. The company said it would provide notice if there were any additional disclosures. Investors must confirm the detailed terms through future disclosures.