[News] SK hynix to Supply Memory for NVIDIA Vera CPU as Partnership Deepens; Samsung Meeting in Spotlight - TrendForce

SK hynix has deepened its collaboration with NVIDIA, agreeing to supply high-performance memory for NVIDIA’s next-generation data-center CPU, Vera. This marks an expansion of their partnership beyond ... Read original →

SK hynix’s deep integration with NVIDIA’s Vera CPU signals a paradigm shift: AI memory is migrating from HBM accelerators into the CPU’s core memory subsystem. Technically, co-designing LPDDR5X and HBM4 will force recalibration of thermal density and signal integrity standards across 3nm logic and EUV-based DRAM, compelling foundries like TSMC and Samsung to overhaul joint development protocols with IDMs. On compliance, U.S. export controls on advanced packaging tools are raising HBM5 production barriers—SK hynix’s early equipment lock-in now serves as a strategic moat. Samsung, despite passing HBM4 qualification, will likely slash prices to capture Jetson and edge-AI sockets, while Micron leverages U.S. CHIPS Act subsidies to pitch 'trusted supply' in North American data centers. Within 18 months, control over low-power, high-bandwidth CPU-integrated memory will define who sets the architecture for next-gen AI infrastructure.