SK Group Chairman Chey Tae-won has made a high-profile trip to the United States, holding a string of top-level meetings with some of the most influential names in global technology. During the visit, Chey met directly with the CEOs of Nvidia, Broadcom, Microsoft, Meta, and Google—talks that signal SK Group’s intent to strengthen its position at the center of the fast-growing AI and advanced semiconductor ecosystem.
While SK’s expanding high-bandwidth memory (HBM) business remains a major pillar of the strategy, the mission in the US appears to go well beyond simply selling more memory chips. The discussions point to a bigger goal: deepening long-term partnerships with leading AI and cloud platform companies, securing future demand, and aligning SK’s chip and materials roadmap with the next wave of data center expansion.
HBM has quickly become one of the most critical components in AI computing, especially for training and running large-scale AI models. As demand for powerful GPUs and accelerators rises, so does the need for ultra-fast memory that can keep pace. By meeting face-to-face with leaders from Nvidia and Broadcom—two major forces in AI hardware and networking—Chey’s visit underscores how central supply stability and next-generation performance targets have become for the entire industry.
Meetings with Microsoft, Meta, and Google also highlight how cloud and platform giants are shaping the future of AI infrastructure. These companies are investing heavily in new data centers, custom chips, and AI services, making them key partners for semiconductor suppliers. For SK Group, strengthening these relationships can help lock in predictable demand, accelerate joint development opportunities, and open doors for broader collaboration across advanced packaging, memory technologies, and AI-related components.
Chey’s US meetings arrive at a moment when competition in AI hardware is intensifying and supply chains are increasingly strategic. For companies at the top of the semiconductor stack, leadership-level talks often focus on multi-year commitments, co-optimization of hardware for specific workloads, and coordinated planning around future product generations. In other words, it’s not only about today’s shipments—it’s about who gets prioritized for tomorrow’s breakthroughs.
By actively engaging the leaders of the companies driving AI adoption, SK Group is positioning itself to capture more value as the world’s appetite for AI computing grows. If these talks translate into broader cooperation, they could help SK strengthen its role in the global AI supply chain—supporting everything from GPU-powered servers to hyperscale data centers and the services built on top of them.
