# Naver

Nvidia’s Korean Triple-Play: Jensen Huang Bets on a Multi-Year AI Infrastructure Squeeze

Nvidia CEO Jensen Huang has signed strategic partnerships with SK Hynix, Naver, and Doosan Group to secure long-term supply of memory and energy solutions. Huang warned that AI supply chain shortages will persist for several years, prompting a shift toward multi-year agreements to ensure infrastructure stability.

NeTe2026年6月8日 03:38

#Nvidia#Jensen Huang#SK Hynix

Detailed view of a vintage motherboard with an AMD microchip, showcasing intricate circuitry and slots.

Technology

AMD Courts Samsung to Lock In HBM Supply as AI Chip Demand Soars

AMD CEO Lisa Su will meet Samsung chairman Lee Jae‑yong in Seoul to discuss collaborating on high‑bandwidth memory (HBM) supplies and will also explore AI compute infrastructure cooperation with Naver. The talks are a bid to secure scarce memory resources and to deepen regional partnerships as demand for AI accelerators intensifies worldwide.

NeTe2026年3月11日 12:17

#AMD#Samsung#HBM