"SK hynix Stock Set to Soar Again" Chey Tae-won, Jensen Huang, and TSMC Tighten AI Semiconductor Triangle Alliance

Visit to COMPUTEX 2026 in Taiwan and Nvidia GTC

Expected to Attend Keynote Speech by CEO Jensen Huang

Chey Tae-won, Chairman of SK Group, is reportedly scheduled to travel to Taiwan next week to meet with Jensen Huang, CEO of NVIDIA.

According to industry sources on May 27, Chairman Chey is expected to attend "GTC Taipei" and "COMPUTEX 2026," Taiwan's largest ICT exhibition, both opening on June 1.

Jensen Huang, CEO of NVIDIA, attended the Asia-Pacific Economic Cooperation (APEC) CEO Summit held on October 31 last year at the Arts Center in Gyeongju, Gyeongbuk, and met with Chey Tae-won, Chairman of the Korea Chamber of Commerce and Industry, presenting him with the AI supercomputer 'DGX Spark'. Photo by Yonhap News

On the first day of the event, Chairman Chey is expected to attend CEO Huang's keynote speech in person to review the AI technology roadmap presented by NVIDIA. Key semiconductor executives from the group, including Kwak Noh-jung, President of SK hynix, are also expected to accompany him.

The main keyword for this trip to Taiwan is to strengthen the so-called "AI semiconductor triangle alliance" that SK, NVIDIA, and TSMC have built. Taiwan holds significant symbolic value as it is both the hometown of CEO Huang and the base of TSMC, SK hynix's strategic partner.

Previously, Chairman Chey met consecutively with CEO Huang and TSMC Chairman Mark Liu in the first half of 2024, establishing the foundation for the global AI supply chain. Currently, SK hynix outsources the production of base dies—an essential component of high-bandwidth memory (HBM)—to TSMC's advanced foundry process, and TSMC, based on this, maintains a close partnership with NVIDIA by manufacturing its next-generation graphics processing units (GPUs).

On May 23, CEO Huang, who arrived in Taiwan early, was reported to have met with Chairman Mark Liu at a restaurant in Taipei the previous evening to discuss supply chain cooperation and plans for mass production of subsequent AI platforms.

The industry views Chairman Chey's activities as a catalyst for further solidifying the alliance among the three companies. As COMPUTEX brings together global ICT companies, expectations are that Chairman Chey will use this opportunity to thoroughly review the local supply chain in Taiwan from various angles and seek to expand new business territories.

The close rapport between the two leaders is also drawing attention. If this meeting takes place, it will mark the fourth time in the past seven months that the two have met, traveling between Korea, the United States, and Taiwan. Their close engagement began with CEO Huang's visit to Korea in October last year, followed by a meeting at "99 Chicken" near Silicon Valley in February this year, and another at GTC in San Jose in March.

Meanwhile, SK hynix will set up an exhibition booth at "COMPUTEX 2026," unveiling a comprehensive lineup of AI memory solutions centered on its latest HBM. With speculation that CEO Huang may make a surprise visit to the SK hynix booth during the event, attention is focused on whether the strong partnership between the two companies will be reaffirmed.

This content was produced with the assistance of AI translation services.