Chairman Choi Tae-won of South Korea's SK Group stated during a press conference on the 8th at the 2025 International Consumer Electronics Show (CES 2025) that AI is leading change in all fields and is no longer an option. Whether becoming a leader or a follower in the AI market will determine future development. Currently, the AI industry must have the basic conditions such as infrastructure and human resources. It is important to take the initiative in creating the future and not rely on other countries. Choi Tae-won also mentioned his meeting with NVIDIA CEO Jensen Huang during the exhibition, stating that both sides exchanged views on high-bandwidth memory (HBM) and "physical AI" among other topics. SK Hynix is the exclusive supplier of HBM to NVIDIA, having first supplied the fifth generation of 8-layer HBM3E products in March of last year, and in October of the same year, it was the world's first to mass-produce 12-layer stacked HBM3E memory. Choi Tae-won said that during this time, the development speed of SK Hynix’s HBM was slightly slower than that of NVIDIA, with NVIDIA requesting SK Hynix to speed up, but recently, the development speed of SK Hynix has begun to catch up, and both companies are accelerating the development of HBM. Both sides have finalized this year's supply volume through working-level meetings.
韩国SK集团会长崔泰源:SK海力士与英伟达正在加快研发HBM 已敲定今年供应量
Chairman Choi Tae-won of South Korea's SK Group: SK Hynix and NVIDIA are accelerating the development of HBM and have finalized this year's supply volume.
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