Nvidia and SK Hynix Sign Largest Memory Deal in History

M&A · PartnershipProduct / Tech Impact 4
โดย The Motley Fool·Read original
Summary · why it matters

Nvidia and SK Hynix have signed the largest memory deal in history, a partnership that will see SK Hynix supply Nvidia with high bandwidth memory and the two companies co-develop future generations of AI memory. As part of the deal, SK Hynix subsidiary SK Telecom will build a 2-gigawatt AI cloud data center in Korea using Nvidia's Vera Rubin Platform. The agreement helps Nvidia secure a massive amount of HBM supply at a time when the memory is a critical bottleneck in AI infrastructure, while giving SK Hynix greater revenue visibility and cementing its status as Nvidia's top HBM supplier. The partnership is expected to be a major growth driver for both companies, with Nvidia trading at a forward P/E of just over 15 times analyst estimates for fiscal 2028 and SK Hynix at a forward P/E of under 6.

Impact on stocks 5

Semiconductors▲ · 2 stocks
SK Hynix Inc
000660
▲ PositiveDemandrelevance

Largest memory deal ever, supplies HBM to Nvidia, co-develops next-gen AI memory

Artificial Intelligence▲ · 2 stocks
NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Secures critical HBM supply for AI infrastructure, co-develops future AI memory

Cloud & Digital Infrastructure▲ · 1 stocks
SK Telecom Co Ltd
017670
▲ PositiveDemandrelevance

Subsidiary SK Telecom to build 2GW AI cloud data center using Nvidia's platform

Theme Impact 7

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