[컴퓨텍스2026] "AI 메모리 동맹"…최태원, 젠슨황 기조연설 직관

SK Hynix is transforming from a commodity memory supplier into a strategic partner in NVIDIA's AI infrastructure ecosystem, transitioning toward customized HBM solutions designed collaboratively at the system design level. This reflects a broader industry shift where memory manufacturers must participate in early-stage AI system architecture rather than supply standardized components. Competitive advantage in AI infrastructure increasingly depends on integrated hardware-software optimization and customer-specific innovations rather than isolated component development.