NVIDIA, TSMC, SK hynix form 'triangular alliance' for next-gen AI GPUs and HBM4 memory

SK hynix is gearing up to strengthen its "triangular alliance" with NVIDIA and TSMC for the future of AI GPUs and future-gen HBM4 memory.

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The South Korean company will attend SEMICON Taiwan on September 4, with SK hynix president Kim Joo-sun to deliver a keynote speech at the CEO Summit of SEMICON Taiwan, which will be the first time that the company has taken a large role like this at the event.

Around 1,000 companies attend SEMICON, a major event in the semiconductor space. Companies like TSMC attend to show off their latest semiconductor equipment and technologies, build new relationships, and strengthen old ones.

During the keynote speech, SK hynix president Kim Joo-sun is expected to talk with TSMC executives about next-generation HBM collaboration plans, as well as the "possibility" of a roundtable discussion with NVIDIA CEO Jensen Huang, which will further solidify the "triangular alliance" between SK hynix, TSMC, and NVIDIA.

We've already been hearing through the rumor mill that SK hynix would team up with TSMC for next-gen HBM4 memory, and if NVIDIA CEO Jensen Huang attends the event, and Business Korea's sources are correct, we're going to see the "triangular alliance" dominating at SEMICON Taiwan on September 4.

SK hynix is an important -- and close -- partner of NVIDIA and its continued AI GPU dominance, with SK hynix also teaming with TSMC on development of HBM4, which will enter mass production in 2026, and NVIDIA will use it on its next-gen Rubin R100 AI GPU.