NVIDIA CEO Jensen Huang will be flying over to Taiwan to attend SEMICON Taiwan 2024, where he will meet with SK hynix and TSMC executives according to local media.
Jensen will reportedly meet with SK hynix's president at SEMICON, where the two will provide the world with an update on their progress, as well as working with TSMC on next-generation HBM memory chips like HBM4.
NVIDIA, TSMC and SK hynix recently formed a "triangular alliance" for a collaborative effort to make next-gen AI GPUs and next-gen HBM memory. SEMICON Taiwan 2024 is a big event for the semiconductor industry, and with the triangular alliance there, we should expect some updates to GPU and HBM roadmaps, and more.
- Read more: NVIDIA, TSMC, SK hynix form 'triangular alliance' for next-gen AI GPUs, HBM4
- Read more: NVIDIA CEO Jensen Huang on next wave of AI: physical AI, 'three-body problem'
- Read more: NVIDIA CEO Jensen Huang: company's $100B revenue is mostly made in Taiwan
- Read more: NVIDIA CEO Jensen Huang has dinner with TSMC founder in Taiwan
- Read more: NVIDIA CEO Jensen Huang: AI market could be worth $2 trillion in 5 years
- Read more: NVIDIA CEO Jensen Huang: data is the new gold, all countries need 'Sovereign AI'
- Read more: NVIDIA CEO Jensen Huang visits Taiwan, preps for H200 and B100 AI GPUs
We could even hear about the state of the B100 AI GPU being 'effectively canceled' according to an analyst, with the re-worked B200A to replace it sometime in the second half of 2025.