[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"branding":3,"analytics":7,"article-nvidia-and-sk-hynix-seal-multi-year-ai-memory-pact":10,"sections":35},{"siteName":4,"siteTagline":5,"publisherName":4,"contactEmail":6},"The Revision","Tech news, decoded.","editor@therevision.news",{"gaMeasurementId":8,"adsenseClientId":9},"G-ZW2MV82GYR","ca-pub-8533917693782264",{"article":11},{"id":12,"slug":13,"title":14,"dek":15,"body_md":16,"tags_json":17,"published_at":18,"created_at":19,"updated_at":20,"status":21,"review_note":22,"review_notes":23,"image_url":24,"persona_id":22,"persona_name":22,"section":25,"tags":26,"sources":30,"feedback":34,"feedback_at":22,"cost_usd":34,"total_tokens":34},381,"nvidia-and-sk-hynix-seal-multi-year-ai-memory-pact","Nvidia and SK Hynix Sign Multi-Year Deal to Co-Design AI Memory","The agreement gives SK Hynix a formal co-development role in the high-bandwidth memory powering Nvidia's next accelerators, not just a supply contract.","Nvidia has pulled SK Hynix into the design process for its next-generation AI chips — not just the parts bin.\n\nThe two companies announced a multi-year agreement covering both the design and manufacture of high-bandwidth memory, or HBM, during Nvidia CEO Jensen Huang's visit to South Korea. SK Hynix moves from supplier to co-developer, gaining formal input into the memory architecture that will power Nvidia's Vera-class accelerators. HBM is the specialized memory stacked directly on AI chips — the component that determines how fast a GPU can move data during training or inference. The bottleneck framing is accurate: compute performance has scaled faster than the memory bandwidth that feeds it, and that gap has become an engineering constraint the whole industry is racing to close.\n\nElevating a supplier to co-development partner is a structural shift, not a procurement decision. Nvidia isn't just securing supply — it's locking in architectural influence before rival customers can shape it. That's a quiet disadvantage for Samsung and Micron, both of which manufacture HBM but now negotiate from a more arm's-length position with the company that sets the pace of AI hardware demand.\n\nJensen Huang doesn't fly to Seoul to sign a routine supplier contract. The public announcement, timed to a CEO visit, signals that this relationship has moved well past purchase orders.","[\"hardware\",\"ai\",\"hbm\",\"nvidia\"]","2026-06-08T07:54:03.000Z","2026-06-08T09:10:29.002Z","2026-06-18T06:00:46.125Z","published",null,[],"https:\u002F\u002Fcdn.xyz.onl\u002Farticle-images\u002Fnvidia-and-sk-hynix-seal-multi-year-ai-memory-pact.webp","hardware",[25,27,28,29],"ai","hbm","nvidia",[31],{"name":32,"url":33},"The Next Web","https:\u002F\u002Fthenextweb.com\u002Fnews\u002Fnvidia-locks-in-sk-hynix-for-the-ai-memory-race-as-the-chip-industrys-toughest-bottleneck-gets-its-own-multi-year-deal",0,{"sections":36},[37,41,45,50,55,59,63,68,73,78,83,88,92,97],{"name":38,"slug":27,"count":39,"latest_published_at":40},"AI",4662,"2026-09-28T04:00:00.000Z",{"name":42,"slug":43,"count":44,"latest_published_at":40},"Security","security",757,{"name":46,"slug":47,"count":48,"latest_published_at":49},"Policy","policy",399,"2026-09-27T18:39:02.000Z",{"name":51,"slug":52,"count":53,"latest_published_at":54},"Deals","deals",261,"2026-09-27T15:30:35.000Z",{"name":56,"slug":25,"count":57,"latest_published_at":58},"Hardware",188,"2026-09-27T20:46:36.000Z",{"name":60,"slug":61,"count":62,"latest_published_at":40},"Science","science",148,{"name":64,"slug":65,"count":66,"latest_published_at":67},"Consumer Tech","consumer-tech",135,"2026-09-26T14:30:00.000Z",{"name":69,"slug":70,"count":71,"latest_published_at":72},"Software","software",91,"2026-09-25T20:55:00.000Z",{"name":74,"slug":75,"count":76,"latest_published_at":77},"Dev Tools","dev-tools",84,"2026-09-26T04:20:58.000Z",{"name":79,"slug":80,"count":81,"latest_published_at":82},"Startups","startups",76,"2026-09-25T18:33:59.000Z",{"name":84,"slug":85,"count":86,"latest_published_at":87},"Gaming","gaming",48,"2026-09-25T18:35:21.000Z",{"name":89,"slug":90,"count":86,"latest_published_at":91},"General","general","2026-09-26T17:02:42.000Z",{"name":93,"slug":94,"count":95,"latest_published_at":96},"Reviews","reviews",30,"2026-09-24T20:07:31.000Z",{"name":98,"slug":99,"count":100,"latest_published_at":101},"How-To","how-to",6,"2026-06-16T09:00:00.000Z"]