During a business trip to Silicon Valley in the United States, SK Group Chairman Chey Tae-won held meetings with CEOs of several major global technology firms, including Google, Microsoft, Broadcom, and Meta, following his earlier meeting with NVIDIA.
According to a release from SK Hynix's newsroom on the 13th, Chairman Chey, since beginning his US visit earlier this month, has sequentially met with NVIDIA CEO Jensen Huang, Broadcom CEO Hock Tan, Microsoft CEO Satya Nadella, Meta CEO Mark Zuckerberg, and Google CEO Sundar Pichai.
This series of meetings is interpreted as an effort to collaborate on next-generation AI semiconductors and data centers through SK Group's integrated AI solutions, thereby designing and expanding the AI ecosystem layout to position the group as a leader in the artificial intelligence business.
On the 5th of this month (local time), Jensen Huang invited Chey Tae-won to a meeting at the Korean-style bar "99 Chicken" in Santa Clara, where the two exchanged various views on the AI industry. SK Hynix is currently supplying high-bandwidth memory (HBM) products to NVIDIA, and the two companies maintain a cooperative relationship.
On the 6th, Chey Tae-won met with Hock Tan at Broadcom's headquarters in San Jose, where they shared perspectives on the medium- to long-term outlook for the memory market, supply strategies, and investment portfolios. On the 10th, Chey visited Seattle and discussed HBM-related cooperation with Satya Nadella, as well as ways to strengthen AI data center and solution businesses.
On the same day, Chairman Chey met with Mark Zuckerberg in San Jose to explore long-term memory supply cooperation. SK Hynix has been a key partner for Meta's data centers, supplying enterprise SSDs (eSSD) and server DRAM. As Meta develops its AI accelerator "MTIA," the two sides discussed ways to supply SK Hynix HBM for this platform.
On the 11th, Chey Tae-won met with Sundar Pichai at the Google campus in San Jose to discuss long-term AI memory supply cooperation. Both parties agreed that a key bottleneck in constructing AI data centers is ensuring memory supply. Given the difficulty of rapidly expanding production capacity in the short term, establishing stable long-term supply and demand relationships is crucial. They also discussed related measures for product supply and investment cooperation.
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