/AI9h ago

SK hynix will integrate NVIDIA's CUDA-X and Omniverse into its manufacturing to design memory for Vera Rubin supercomputers

The collaboration also targets Jetson Thor and RTX Spark

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Rohan Paul@rohanpaul_ai#1031inAI

https://news.skhynix.com/multi-year-tech-partnership-with-nvidia/

Rohan Paul@rohanpaul_ai

SK hynix and NVIDIA just formed a multi-year memory partnership to build the chips behind the next wave of AI factories.

So SK hynix is being pulled deeper into AI servers, personal AI, and physical AI.

SK hynix will codevelop memory for NVIDIA Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered PCs and Jetson Thor platforms, and will use NVIDIA CUDA-X, PhysicsNeMo, Omniverse, OpenUSD and cuOpt to accelerate chip design, semiconductor simulations and autonomous fab digital twins.

Memory can no longer be designed after the GPU is finished, because advanced DRAM and high-bandwidth memory need years of co-design, fabrication planning, and capital spending.

The partnership also moves AI into chipmaking itself, using CUDA-X, PhysicsNeMo, and simulation tools to speed semiconductor physics, lithography, and internal engineering code.

SK hynix also plans fab digital twins, which are software copies of factories where robots, tools, wafers, and logistics can be tested before changes hit the real production line.

It reinforces SK Hynix's position as a key supplier in the AI hardware supply chai

5:46 PM · Jun 7, 2026 · 1.3K Views
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Users welcome Nvidia and SK Hynix's multi-year AI memory partnership because it promises faster new tech and fabs plus deep integration to power AI systems.

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Rohan Paul@rohanpaul_ai

SK hynix and NVIDIA just formed a multi-year memory partnership to build the chips behind the next wave of AI factories.

So SK hynix is being pulled deeper into AI servers, personal AI, and physical AI.

SK hynix will codevelop memory for NVIDIA Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered PCs and Jetson Thor platforms, and will use NVIDIA CUDA-X, PhysicsNeMo, Omniverse, OpenUSD and cuOpt to accelerate chip design, semiconductor simulations and autonomous fab digital twins.

Memory can no longer be designed after the GPU is finished, because advanced DRAM and high-bandwidth memory need years of co-design, fabrication planning, and capital spending.

The partnership also moves AI into chipmaking itself, using CUDA-X, PhysicsNeMo, and simulation tools to speed semiconductor physics, lithography, and internal engineering code.

SK hynix also plans fab digital twins, which are software copies of factories where robots, tools, wafers, and logistics can be tested before changes hit the real production line.

It reinforces SK Hynix's position as a key supplier in the AI hardware supply chai

9hViews 44.4KLikes 74Bookmarks 24
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Rohan Paul@rohanpaul_ai

Nvidia just cleared the memory bottleneck significantly for Vera Rubin by qualifying HBM4 from Samsung, SK Hynix, and Micron & moving those parts into full production. per news, Vera Rubin HBM4 share: SK Hynix 60–70%, Samsung 25–30%, Micron rest.

Rohan Paul@rohanpaul_ai

SK hynix and NVIDIA just formed a multi-year memory partnership to build the chips behind the next wave of AI factories.

So SK hynix is being pulled deeper into AI servers, personal AI, and physical AI.

SK hynix will codevelop memory for NVIDIA Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered PCs and Jetson Thor platforms, and will use NVIDIA CUDA-X, PhysicsNeMo, Omniverse, OpenUSD and cuOpt to accelerate chip design, semiconductor simulations and autonomous fab digital twins.

Memory can no longer be designed after the GPU is finished, because advanced DRAM and high-bandwidth memory need years of co-design, fabrication planning, and capital spending.

The partnership also moves AI into chipmaking itself, using CUDA-X, PhysicsNeMo, and simulation tools to speed semiconductor physics, lithography, and internal engineering code.

SK hynix also plans fab digital twins, which are software copies of factories where robots, tools, wafers, and logistics can be tested before changes hit the real production line.

It reinforces SK Hynix's position as a key supplier in the AI hardware supply chai

6hViews 40KLikes 126Bookmarks 51
Dozent Tobias@klein_activist

@rohanpaul_ai SK Hynix mit 60-70% HBM4-Anteil. Fab digital twins vor dem echten Build spart massiv Kapital. Deutsche Halbleiter kämpfen derweil mit Finanzierung, oder?

5hViews 129

The AI factory needs its fuel, and SK Hynix is now the designated supplier.

This isn't just a handshake; it's a deep integration across **39.7B). For Nvidia, which just posted ~$194B in annual data center revenue, a guaranteed supply of cutting-edge memory is the ultimate hedge. This partnership isn't just building computers; it's building the engine of the next industrial revolution.

#NVDA #SKHynix #HBM #AIFactory

3hViews 30
Broadstreet@mattbroadstreet

@rohanpaul_ai ⏫ good, we need new tech and fabs asap

Be good to see non-flat memory spaces used for inference too, on the address level.

9hViews 2