SK Hynix secured a landmark $500 billion deal with Nvidia, locking in HBM supply and co-developing next-generation AI...
SK Hynix secured a landmark $500 billion deal with Nvidia, locking in HBM supply and co-developing next-generation AI memory.
confidence score
Strong evidence: 3 independent source classes support this read.
000660.KS has already moved up +44% over the recent 30-90 day window.
signal brief
SK Hynix secured a landmark $500 billion deal with Nvidia, locking in HBM supply and co-developing next-generation AI memory. The agreement includes building data centers requiring 2 GW of power, with operations starting in 2027 (source: CNBC). Separately, SK Group chair Chey Tae Won revealed that Anthropic has requested chip supplies from SK Hynix for its own AI chips (Bloomberg). The Nvidia deal is a massive endorsement of SK Hynix's HBM leadership and ensures long-term revenue visibility.
What the sources said:
- CNBC: "The agreement, announced late Friday in San Francisco, could be worth $500 billion over a number of years, and includes the construction of large-scale data centers expected to come online in 2027."
- Bloomberg: "SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions."
- Digitimes: "SK Hynix and Nvidia strike long-term deal to co-develop next-generation HBM."
source data used
“Techmeme permalink: https://www.techmeme.com/260725/p12#a260725p12 <a href="https://www.bloomberg.com/news/articles/2026-07-25/sk-chair-says-anthropic-asked-for-supplies-to-make-its-own-chips"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260725/i12.jpg" vspace="4" /></a> <p”
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“Nvidia said it's secured AI memory supply from South Korea's SK Hynix, as the chipmaker tries to lock in a key component for its advanced processors and systems. The agreement, announced late Friday in San Francisco,...”
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Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.