Nvidia and SK hynix ink multi-year memory co-development and supply agreement — seeks to address extended development cycles
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Summary
Nvidia and SK hynix have inked a multi-year collaboration agreement under which the companies will co-develop next-generation memory technologies for Nvidia's upcoming platforms and SK hynix will supply them to Nvidia.
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On top: $NVDA CEO also called out Silicon Photonics (optical networking) with memory.
— Serenity (@aleabitoreddit) June 7, 2026
Stating that Nvidia would require “supply volumes beyond imagination”.
What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI https://t.co/VhGfnaTpzh pic.twitter.com/m6jub4nfzx