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Chairman Chey Tae-won Joins Hands with Zuckerberg — From AI Chips to AI Glasses, Connected by Memory
What happened
SK Group Chairman Chey Tae-won met with Meta CEO Mark Zuckerberg to solidify and expand a long-term supply partnership focused on HBM for Meta's AI accelerators (MTIA) and low-power memory for AI glasses. This meeting formalizes SK hynix's role as a key memory supplier for Meta's expanding AI infrastructure. Bullish: This strategic lock-in with a major hyperscaler signals sustained, high-margin demand for SK hynix's HBM and specialty memory products.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
partnershipdemand-outlookai-infrastructure
Source and time
Source: SK Hynix Newsroom · 2/13/2026 · View original source
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