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Nvidia and SK hynix to Partner as Jensen Huang Warns Memory Shortage Could ‘Last for Years’
Key takeaways
- SK hynix already supplies an estimated 50 to 70 percent of Nvidia s HBM4 requirements, making it a strategic dependency anchor across multiple GPU generations.
- The expanded partnership locks Nvidia into multi-year supply visibility while guaranteeing SK hynix structural demand growth for the full duration of the AI cycle.
- Don t wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks.
Nvidia and SK hynix to Partner as Jensen Huang Warns Memory Shortage Could ‘Last for Years’ Slaven Vlasic / Getty Images Entertainment via Getty Images Rich Duprey Sun, June 7, 2026 at 10:19 PM GMT+7 5 min read NVDA 000660.KS Quick Read Jensen Huang warned the global memory shortage will persist for several years, signaling a structural constraint rather than a cyclical inventory correction.
SK hynix already supplies an estimated 50 to 70 percent of Nvidia s HBM4 requirements, making it a strategic dependency anchor across multiple GPU generations.
The expanded partnership locks Nvidia into multi-year supply visibility while guaranteeing SK hynix structural demand growth for the full duration of the AI cycle.
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