Nvidia and SK hynix Form Partnership: Jensen Huang Warns Memory Shortage Could Last Years

Nvidia CEO Jensen Huang stated that the bottleneck in the supply of high-bandwidth memory (HBM) used in AI chips could persist for years. Huang made this warning as part of a new partnership agreement with South Korean memory manufacturer SK hynix. The companies will collaborate on the development and supply of HBM3E and next-generation memory technologies critical for AI workloads. Huang emphasized that the current memory shortage is one of the most significant factors limiting the growth of AI infrastructure. Nvidia's GPUs require intensive memory usage, particularly in training and inference processes. SK hynix's plans to increase HBM production capacity will play a key role in meeting Nvidia's rising demand. The partnership aims to accelerate R&D investments for both companies and secure the supply chain. Analysts predict that this collaboration will support Nvidia's growth in the data center segment and increase SK hynix's market share. However, the memory shortage is not expected to be resolved in the short term; Huang stated that the industry needs at least two more years to increase capacity. This could keep AI hardware costs high and supply bottlenecks ongoing. This is not investment advice.