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Samsung's biggest memory rivals are plotting a tie-up with Kafkaesque implications — SK Hynix and Kioxia could build lucrative HBM chips for Nvidia, AMD and others

Samsung's biggest memory rivals are plotting a tie-up with Kafkaesque implications — SK Hynix and Kioxia could build lucrative HBM chips for Nvidia, AMD and others

South Korean chipmaker SK Hynix, a key Nvidia supplier, says it has already sold out of its entire 2024 production of stacked high-bandwidth memory DRAMs, crucial for AI processors in data centers. That’s a problem, given just how in demand HBM chips are right now.

However, a solution might have presented itself, as reports say SK Hynix is in talks with Japanese firm Kioxia Holdings to jointly produce HBM chips.

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