[컴퓨텍스2026] ‘AI 혈맹’ 최태원·젠슨 황, 대만서 이틀 연속 회동

SK Hynix's role as a critical supplier of high-bandwidth memory for NVIDIA's AI accelerators is becoming increasingly vital as memory constraints are expected to persist through 2030. The consecutive high-level meetings between Choi Tae-won and Jensen Huang underscore the intensifying competition for AI memory dominance in NVIDIA's supply chain. SK Hynix's commitment to doubling wafer production capacity within five years signals that stable memory supply will remain a key constraint determining the pace of global AI infrastructure development.