HYHynix Board
Back to the dashboard
Medium2026-09-29Short term · Leans positiveLonger term · Leans positive

Chey Tells Jensen Huang: NVIDIA Is the Brain, SK Is the Memory

SK Group Chairman Chey Tae-won told NVIDIA CEO Jensen Huang that NVIDIA is the brain of AI while SK is the memory, highlighting their close complementary relationship in AI chips. The remark reinforces SK hynix's position as a key HBM supplier to NVIDIA, bolstering market confidence in AI memory demand and acting as a positive catalyst for the stock.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • 에너지경제신문 · 09-29 10:46 KST

    SK Group Chairman Chey Tae-won stressed the AI alliance to NVIDIA CEO Jensen Huang, saying "NVIDIA is the brain, SK is the memory," underscoring SK hynix's pivotal HBM role in the AI compute supply chain. The remarks reinforce expectations of deep NVIDIA ties and act as a positive catalyst for the stock.

Chey Tells Jensen Huang: NVIDIA Is the Brain, SK Is the Memory · Hynix Board