Chey Tae-won, Chairman of SK Group, who is visiting the United States, is reported to have had a “chimaek (chicken and beer) meeting” with Nvidia CEO Jensen Huang in Silicon Valley. Beyond discussions on the supply of sixth-generation high-bandwidth memory (HBM4), there is speculation that the two may have explored cooperation plans for building next-generation artificial intelligence (AI) data centers.

According to the semiconductor industry on the 8th, Chairman Chey met CEO Huang on the 5th (local time) at a Korean fried chicken restaurant in Santa Clara, California. Chairman Chey has been staying in the United States since early this month to hold meetings with top executives of global big tech companies such as Nvidia and Meta. Industry observers believe that the meeting likely covered cooperation on SoCam, a next-generation low-power memory module for servers designed for the post-HBM era, as well as NAND flash supply and broader AI server infrastructure.

This meeting is also linked to Chairman Chey’s initiative to establish a dedicated AI investment entity in the United States. SK Group plans to consolidate startup investment capabilities that have been dispersed across the group and build an overseas investment control tower focused on AI. The industry is watching whether this meeting will serve as a catalyst to materialize SK hynix’s next-generation memory supply and AI data center cooperation.

Popular News