Jensen Huang warned the global memory shortage will persist for several years, signaling a structural constraint rather than a cyclical inventory correction. SK hynix supplies an estimated 50 to 70 percent of Nvidia's HBM4 requirements. The expanded partnership locks Nvidia into multi-year supply visibility while guaranteeing SK hynix structural demand growth for the full AI cycle.
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2 Millionaire-Maker AI Stocks to Hold for the Next Decade
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