SK Hynix: will enter new markets in AI fields such as personal AI and physical AI with this partnership
SK Hynix, a leading global supplier of memory solutions, is expanding its footprint in the artificial intelligence (AI) sector through strategic partnerships and technological advancements. The company is preparing to enter new AI markets, including personal AI and physical AI, leveraging its collaboration with NVIDIA and other industry players. This move aligns with the broader trend of AI transitioning from digital applications to real-world deployment, where AI systems interact with physical environments and perform tasks such as navigation, object manipulation, and autonomous decision-making.
A key component of SK Hynix’s strategy is its development of high-bandwidth memory (HBM), which is critical for AI performance. The company recently completed the development of HBM4, the latest generation of HBM, and is preparing for mass production. HBM4 offers twice the capacity of its predecessor and a 69% improvement in AI service performance, making it a vital enabler for next-generation AI applications.
SK Hynix is also collaborating with SK Group and NVIDIA to build an AI factory in South Korea, featuring over 50,000 NVIDIA GPUs. This facility will serve as a hub for semiconductor research, development, and production, as well as cloud infrastructure to support digital twin and AI agent development. The AI factory is expected to be one of the largest in the country and will operate under a GPU-as-a-service model, accelerating digital transformation across industries.
In addition to hardware development, SK Hynix is investing in advanced packaging and R&D facilities in the U.S., focusing on AI memory products. These investments are part of the company’s broader vision to become a full-stack AI memory provider, and, eventually, a creator of AI memory solutions that address customer challenges and contribute to ecosystem-wide value creation.
The physical AI market, which includes applications such as robotics, autonomous systems, and AI-enabled manufacturing, is projected to grow significantly, with a compound annual growth rate (CAGR) of 47.2% from 2026 to 2032. This expansion is driven by advancements in edge AI computing, sensor fusion, and real-time decision-making capabilities. SK Hynix’s entry into this market positions it to benefit from the increasing demand for high-performance memory solutions that support AI deployment in physical environments.
As SK Hynix continues to expand its AI capabilities, the company is well-positioned to capitalize on the growing convergence of AI, robotics, and advanced manufacturing. Its strategic investments and partnerships reflect a long-term commitment to innovation and leadership in the evolving AI landscape.
