From January 5 to 8 (local time), SK hynix President and CEO Kwak Noh-jung attended “CES 2026” in Las Vegas, the United States, where he directly examined rapidly shifting global AI trends and discussed next-generation memory strategies with major customers.

During this visit, Kwak explored directions for collaboration with global companies that are leading AI infrastructure based on SK hynix’s core technologies. He closely analyzed the structural changes of next-generation AI platforms and companies’ mid- to long-term strategies, and held detailed discussions on the roles that future memory solutions can play.

On the morning of the 5th, Kwak attended a special address by NVIDIA CEO Jensen Huang, where he listened to a new vision for the AI market and directions for technological advancement. In the afternoon of the same day, he attended the keynote speech of AMD CEO Lisa Su and reviewed the disclosed AI accelerators and system architectures.

He then held meetings with executives in charge of AI infrastructure, sales, and global marketing to review the technological roles SK hynix memory will play on customer platforms and to inspect differentiation strategies in terms of power efficiency, performance, and overall efficiency.

During CES, Kwak met in succession with around 25 major customers and partners to discuss cooperation plans focused on key AI memory solutions such as HBM. Through these meetings, the company plans to broaden its cooperation network across the AI ecosystem and maximize synergies throughout the supply chain.

He was reported to have stressed a field-oriented approach, stating that “the direction of technological innovation must start from customers’ actual needs.”

On the 6th, he visited the SK hynix booth at the Venetian Expo to directly inspect the exhibition operations. Kwak toured the booth, checked high-performance AI memory portfolios including HBM4 (16-stack 48GB), HBM3E and LPDDR6, and encouraged the employees participating in the exhibition.

The theme of this exhibition was “Innovative AI, Sustainable Tomorrow.” Through an AI system demo zone, SK hynix visualized its customer-tailored memory architecture, cHBM (Custom HBM), to enhance visitors’ understanding.

Global AI computing demand has grown by about 100 times over the past three years and is expected to expand another 100 times within the next five years. Amid these changes, memory bandwidth, capacity, and power efficiency are emerging as key factors determining AI chipset performance.

At this year’s CES, Kwak directly experienced these market shifts and worked to concretize the necessary response measures for future technology development directions.

He reiterated his determination to stay ahead in technology competition, stating that “the most important process is listening to customer needs directly in the field and interpreting them through technology.”

SK hynix has established itself as a leading player in the AI memory market centered on HBM. According to market research firm Counterpoint Research, as of the second quarter of 2025, SK hynix maintained the industry’s top position with a 62% share of HBM shipment volume and a 57% share of HBM revenue in the third quarter. Global investment bank Goldman Sachs forecast that “SK hynix will continue to secure more than a 50% market share in the HBM3E and HBM4 segments through 2026.”

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