Nvidia Vera CPU to Use SK Hynix DRAM, Micron Cleared
Rendy Andriyanto
Gotrade Team
Reviewed by Gotrade Internal Analyst
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Gotrade News - Nvidia CEO Jensen Huang said the company's upcoming Vera CPU will use DRAM supplied by SK Hynix. He announced the plan in Seoul after a dinner with SK Group and SK Telecom executives.
The decision deepens Nvidia's reliance on Korean memory makers as data center demand accelerates. It also signals expanding cooperation through the second half of 2026 and beyond.
Key Takeaways
Nvidia's first standalone data center CPU, Vera, will use SK Hynix DRAM.
Samsung, SK Hynix, and Micron are approved to supply HBM for Vera Rubin.
Korea's grip on advanced memory strengthens as Nvidia demand surges.
According to Bloomberg Technoz, Huang said the new chip would draw memory directly from SK Hynix. He stated, "We're introducing Vera CPU, a revolutionary CPU, and this chip will also use DRAM from SK Hynix."
Huang added that the partnership has scaled sharply in 2026. He told the gathering, "We're having a very big year with SK Hynix this year."
Vera CPU and the Data Center Race
Vera is Nvidia's first standalone data center microprocessor, marking a major strategic push. It will compete directly with established server chips across the cloud computing market.
The processor challenges Intel (INTC) Xeon, AMD Epyc, and Amazon Graviton. That positions Nvidia (NVDA) as a broader infrastructure player beyond graphics processors.
The SK Hynix collaboration is set to expand into the second half of 2026 and later. That timeline gives both companies room to scale production for next-generation systems.
Memory Suppliers Approved for Vera Rubin
Separately, Huang said three memory makers won approval to supply high-bandwidth memory for Nvidia's next-generation Vera Rubin platform. Those suppliers are Samsung, SK Hynix, and Micron, underscoring Korea's dominance in advanced memory.
The clearance strengthens Micron (MU) as the lone US-listed name in that supplier group. As reported by kumparanBISNIS, Korean memory firms remain central to Nvidia's roadmap.
HBM is the critical bottleneck for AI accelerators, making supplier approval a meaningful catalyst. Demand for these chips has outpaced supply across the industry this year.
Per kumparanBISNIS, Huang received a celebrity-like welcome during his visit to Korea. Thousands gathered in the Hongdae district to see the executive in person.
His packed schedule included meetings with SK Group, LG Group, Naver, and Hyundai Motor. The itinerary reflected how central Nvidia has become to Korea's technology economy.
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