최태원, 젠슨 황 이어 TSMC 회장 회동…AI 반도체 '삼각 동맹' 강화

SK Hynix's strengthened partnership with TSMC and NVIDIA signals a critical industry shift: success in AI semiconductors now depends on end-to-end supply chain coordination rather than individual component excellence. As AI accelerator demand surges, HBM supply alone is insufficient—the real bottleneck has moved to advanced packaging and foundry capacity integration. This 'triangular alliance' positions the partners to capture high-margin custom AI memory contracts by solving the industry's supply chain constraints at scale.