SK Hynix won 70% of HBM orders for Nvidia's Vera Rubin platform to consolidate market position, Nvidia CEO visited Taiwan and spoke highly of TSMC cooperation
South Korean memory chip manufacturer SK Hynix received about 70% high-bandwidth memory (HBM) orders from Nvidia's latest AI and high-performance computing platform Vera Rubin, far exceeding market expectations and pushing the company's revenue and profit to new highs. At the same time, Nvidia CEO Huang Renxun arrived in Taipei to express his high recognition of TSMC's execution and technology, emphasizing the strong cooperative relationship with TSMC and Intel, and said that if the H200 chip is approved by China, it will join hands with TSMC to accelerate delivery, reflecting Nvidia's strategic layout in the global semiconductor industry chain.