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Nvidia CEO Jensen Huang visits Micron, Samsung, and SK Hynix exhibition booths
Tuesday, March 17, 2026 at 06:31 AM
Nvidia CEO Jensen Huang visited the booths of memory suppliers Micron, Samsung, and SK Hynix, signaling continued engagement with HBM and memory supply chain partners.
Context
At the COMPUTEX 2024 technology conference in Taipei, NVIDIA CEO Jensen Huang signaled a deepening of strategic ties with the global memory leaders. By visiting the exhibition booths of Samsung Electronics, Micron, and SK Hynix to personally sign autographs and engage with leadership, Huang highlighted the critical role of High-Bandwidth Memory (HBM) in the ongoing AI industrial revolution. This public gesture follows NVIDIA's recent push to certify Samsung’s HBM3E chips, as the company seeks to diversify its supply chain and secure massive capacity for its upcoming Blackwell GPU architecture.
The high-stakes competition among memory suppliers is intensifying as SK Hynix maintains its early lead, while Samsung and Micron rapidly scale production to meet NVIDIA's surging demand. Analysts note that memory supply remains the primary bottleneck for AI accelerators, with HBM3E prices reportedly 50% higher than previous generations. With NVIDIA projecting over $1 trillion in AI chip revenue over the next two years, the reliance on these three memory giants is absolute, effectively shifting global production capacity away from consumer electronics toward high-margin AI infrastructure.
Sources (10)
NVIDIA CEO Jensen Huang Keynote at COMPUTEX 2024 | Computex 2024 | NVIDIA On-Demand‘Accelerate Everything,’ NVIDIA CEO Says Ahead of COMPUTEX | NVIDIA BlogMicron Innovates From the Data Center to the Edge With NVIDIA | Micron TechnologySK Group and NVIDIA Strengthen AI Memory PartnershipSamsung Begins Closing Gap With SK Hynix in Making AI Memory Chips for Nvidia - BloombergNvidia’s Jensen Huang plays down competition, Micron disappoints | FortuneNvidia's Jensen Huang predicts $1tn in AI chip revenue ...Nvidia CEO says Samsung HBM3e not yet ready for AI accelerator certification — Jensen Huang suggests more engineering work is required | Tom's Hardware
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