SK Group Chairman Chey Tae-won is expected to attend Nvidia’s annual technology conference, GTC 2026, in San Jose, Calif., on March 16 (local time), according to business officials, marking his first appearance at the event.
Chey is also expected to meet Nvidia Chief Executive Jensen Huang, roughly a month after the two held a private meeting in the U.S., underscoring deepening ties between the South Korean conglomerate and the U.S. chip designer at the center of the artificial-intelligence boom.
The talks are likely to focus on high-bandwidth memory, or HBM, supply arrangements and broader cooperation in AI semiconductors as demand for advanced memory surges alongside the buildout of AI data centers.
GTC, hosted annually by Nvidia, serves as a showcase for advances in AI chips, accelerated computing, robotics and autonomous-driving technologies. This year’s conference is expected to feature the unveiling of Nvidia’s next-generation AI accelerator, known as “Vera Rubin.”
The new platform is widely expected to incorporate HBM4, the latest generation of high-bandwidth memory, placing memory suppliers such as SK Hynix and Samsung Electronics at the center of investor attention.
Nvidia is said to have allocated roughly two-thirds of its planned HBM4 volume for the Vera Rubin platform to SK Hynix, though Samsung has moved early to enter the HBM4 market. SK Hynix is currently mass-producing HBM4 to meet customer demand while optimizing performance and yields.
Industry observers expect Samsung’s HBM4 to be featured in the Vera Rubin system introduced at GTC, highlighting intensifying competition between the two South Korean memory makers.
Against that backdrop, Chey and Huang are expected to discuss expanding HBM supply and collaborating on next-generation AI semiconductors. With AI data-center spending accelerating, discussions could extend beyond HBM4 to future memory architectures and broader AI infrastructure partnerships.
SK Group has been expanding its footprint not only in semiconductors but also in energy and data-center infrastructure, potentially widening the scope of cooperation with Nvidia.
SK Hynix plans to showcase its AI-focused memory technologies and solutions at GTC, including physical displays of HBM4 and HBM3E products. The company is also expected to present Nvidia AI systems equipped with its memory chips, underscoring its role in powering next-generation AI workloads.
