Nvidia and South Korea’s SK are set to announce a cooperation plan on Monday, as Nvidia CEO Jensen Huang warns of a prolonged chip shortage that could last for several years. This collaboration is anticipated to focus on sectors such as AI supercomputers, CPUs, new PCs, and robotics. Huang highlighted that the ongoing memory shortages, affecting the entire semiconductor supply chain, are driven by high demand for technology products.

Nvidia: Nvidia designs advanced graphics processing units and artificial intelligence chips used across computing, data centers, and emerging applications like robotics. The company is actively expanding partnerships to secure memory and component supplies amid industry constraints. CEO Jensen Huang visited Seoul to discuss cooperation plans with SK executives.
SK Hynix: SK Hynix is a major South Korean semiconductor manufacturer focused on memory chips including DRAM and high-bandwidth memory. The company is collaborating with Nvidia to address supply chain needs in AI and computing sectors. Group chairman Chey Tae-won is scheduled to join Nvidia’s CEO in briefing media on the joint plans.
Chey Tae-won: Chey Tae-won is the chairman of SK Group, the parent company of SK Hynix. He is participating in media briefings with Nvidia’s CEO regarding joint plans to tackle semiconductor supply challenges.
Jensen Huang: Jensen Huang serves as chief executive officer of Nvidia, overseeing strategy in AI hardware and ecosystem partnerships. He met with SK Group leaders in Seoul to outline upcoming cooperation announcements while emphasizing ongoing memory shortages across the supply chain.

Collaboration: Nvidia and SK executives are preparing to detail cooperation plans spanning AI supercomputers, CPUs, new PCs, and robotics.
Industry Outlook: Memory shortages across the semiconductor supply chain from wafers to packaging are expected to continue for several years due to sustained high demand.