Jensen Huang: "Era of Physical AI Has Arrived... Joint Roadmap Design with SK hynix"

"SK is our largest memory partner, and the partnership will last for years"
"There is no country better prepared for robotics than Korea"
SK hynix develops and supplies memory in line with the AI infrastructure roadmap
Joint entry into new AI markets such as Physical AI with NVIDIA

SK hynix is jointly developing next-generation memory with NVIDIA for the construction of global AI (Artificial Intelligence) factories, and will strengthen its long-term technology partnership to accelerate semiconductor design and manufacturing. Jensen Huang, CEO of NVIDIA, announced the collaboration with SK hynix, stating that "the era of Physical AI has finally arrived."

CEO Huang and Chey Tae-won, Chairman of SK Group, made this announcement during a media briefing held at the SK Seorin Building in Jongno-gu, Seoul, on the morning of June 8. CEO Huang said, "SK is our largest memory partner. Our partnership is world-class, and today we are announcing a significant new enhancement to our partnership, which will continue for years to come." He added, "We are jointly designing a roadmap to advance NVIDIA’s architecture and SK’s memory technology roadmap."

Explaining the background of the collaboration, he said, "The era of robotics and Physical AI has finally arrived," and emphasized, "There is no country better prepared for robotics than Korea." He further noted that Korea has a large pool of AI researchers, manufacturing expertise, and leadership in heavy and manufacturing industries.

Taekwon Chey, Chairman of SK Group, and Jensen Huang, CEO of Nvidia, are answering questions from the press on June 8, 2026, at the SK Seorin Building in Jongno-gu, Seoul, regarding future AI factory collaboration. Photo by Jinhyung Kang

He repeatedly stressed that the profitability of AI will continue to grow and, as a result, the AI factory business will keep expanding in the future. CEO Huang stated, "The AI factory business is booming worldwide. We are at the beginning stage of building AI infrastructure, and the future is very bright."

On this day, the two companies agreed to further advance their partnership based on their years of close collaboration to build world-class AI computing platforms. This long-term partnership is designed to support the stable supply of memory, taking into account the lengthy development cycles for advanced memory. Based on this, SK hynix will continue to supply memory that matches NVIDIA’s infrastructure roadmap and the growing global demand for AI infrastructure.

Through this partnership, SK hynix will also enter new AI markets pioneered by NVIDIA, such as AI infrastructure, personal AI, and physical AI. The two companies plan to co-develop memory for the Vera Rubin AI supercomputer, Vera CPU (central processing unit), RTX Spark PC, and Jetson Thor robotic computing platform.

The companies are also pursuing cooperation to advance simulation technologies required for semiconductor development. SK hynix is leveraging NVIDIA’s CUDA-X library and PhysicsNeMo framework to enhance both the processing speed and efficiency of simulation work required during semiconductor design and manufacturing. This includes TCAD (Technology Computer-Aided Design) for analyzing semiconductor process characteristics and computational lithography for implementing semiconductor circuits at a fine scale.

The companies plan to expand this collaboration across the entire field of electronic design automation (EDA) and simulation. Through this, they aim to establish a triangular cooperation system involving semiconductor manufacturers, NVIDIA as a provider of AI computing platforms, and EDA software companies, thereby driving innovation in the semiconductor development environment.

Advancing digital twin technology, which is a key foundation for autonomous manufacturing, is also a major focus of this collaboration. SK hynix is utilizing NVIDIA’s Omniverse library and OpenUSD (open-source framework) technology to create 3D virtual representations of real semiconductor factories, allowing for more precise visualization, analysis, and optimization of complex semiconductor manufacturing environments.

In addition, the two companies will work together to connect the digital twin environment to existing manufacturing systems and AI-based work processes. SK hynix explained that, through this, AI will be able to analyze fab operation data in real-time and automate processes, leading to increased productivity and operational efficiency, and further advancing manufacturing decision-making.

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