NVIDIA CEO Jensen Huang Asks SK hynix to Speed Up HBM4 Delivery by Six Months

[Nomad76]

SK hynix announced the first 48 GB 16-high HBM3E in the industry at the SK AI Summit in Seoul today. During the event, news came out about newer plans to develop their next-gen memory tech. Reuters and ZDNet Korea reported that NVIDIA CEO Jensen Huang asked SK hynix to speed up their HBM4 delivery by six months. SK Group Chairman Chey Tae-won shared this info at the Summit. The company had earlier said they would give HBM4 chips to customers in the second half of 2025.

When ZDNet asked about this sped-up plan, SK hynix President Kwak Noh-Jung gave a careful answer saying "We will give it a try." A company spokesperson told Reuters that this new schedule would be quicker than first planned, but they didn't share more details. In a video interview shown at the Summit, NVIDIA's Jensen Huang pointed out the strong team-up between the companies. He said working with SK hynix has helped NVIDIA go beyond Moore's Law performance gains. He stressed that NVIDIA will keep needing SK hynix's HBM tech for future products. SK hynix plans to supply the latest 12-layer HBM3E to an undisclosed customer this year, and will start sampling of the 16-layer HBM3E early next year.



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[bonehead123]

NVIDIA CEO Jensen Huang Asks SK hynix to Speed Up HBM4 Delivery by Six Months​

But of course he did, cause as we all know, whatever Jacket Man wants, Jacket Man gets, or he takes his business elsewhere & drops you like a cold potato

And I'm sure the good ole saying "Money talks & bullshit walks" had some part in this situation too !

 

[Wirko]

Having fear of dying before you've piled up one trillion dollars in personal wealth. I have that too. I can relate.

 

[kondamin]

NVIDIA CEO Jensen Huang Asks SK hynix to Speed Up HBM4 Delivery by Six Months​

But of course he did, cause as we all know, whatever Jacket Man wants, Jacket Man gets, or he takes his business elsewhere & drops you like a cold potato

And I'm sure the good ole saying "Money talks & bullshit walks" had some part in this situation too !

And go where exactly?
It's not like there is actual competition between memory makers

 

[AnotherReader]

And go where exactly?
It's not like there is actual competition between memory makers

Yes, it's often forgotten by many commenters, but there are two suppliers who Nvidia can't boss around: TSMC and SK Hynix as they are both uncontested leaders in their fields. Both Micron and Samsung are still struggling to catch up to the latter.

 

[thesmokingman]

Jensen, "Take my money, so I can flip it and make moar money at 80% margin bra!"

 

[kondamin]

Jensen, "Take my money, so I can flip it and make moar money at 80% margin bra!"

80% margin? I doubt he would bother to lift a finger to sell anything at less than 800% margin that uses HBM

 

[StimpsonJCat]

Wow, so if they can't deliver what nGreedia wants, what will happen to their stock prices? nGreedia actively bullying 3rd parties into giving them what they want?

 

[Wirko]

Jensen, "Take my money, so I can flip it and make moar money at 80% margin bra!"

(searches the pockets in his jacket) "Here, take this too, and go buy a few of those EUV machines just for me!"