Kwak Noh-jung & Nvidia
3 shared events · Importance 3 · Last updated Aug 03, 2026
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Business
Kwak Noh-jung: CEO Kwak Noh-jung's forecast of the worst shortage in 2027 and demand exceeding supply beyond 2030 underscores the severity of the supply crunch and SK Hynix's strategic response.
Nvidia: Nvidia's AI accelerators pair with HBM; the shortage affects its supply chain.
Apr 20, 2026 · 62 articles
Business
Kwak Noh-jung: SK Hynix CEO Kwak Noh-jung characterized 2027 as potentially the most severe supply shortage in memory industry history, projecting demand will exceed capacity past 2030.
Nvidia: Nvidia is the largest consumer of HBM chips for AI accelerators, driving demand for both SK Hynix and Micron. Its strategic alliance with SK Hynix strengthens the latter's market position.
Jul 06, 2026 · 6 articles
Business
Kwak Noh-jung: Kwak Noh-jung, CEO of SK Hynix, led the company through the Nasdaq listing and expects chip shortages to persist into the next decade.
Nvidia: Nvidia is SK Hynix's largest customer for HBM chips. CEO Jensen Huang reaffirmed the partnership and warned of persistent chip shortages, supporting SK Hynix's growth outlook.
Apr 20, 2026 · 247 articles
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