Nvidia’s Huang urges SK hynix to ramp up HBM chips at Computex

Jensen Huang Dominates Computex 2026 With AI Chip Announcements and Supply Chain Diplomacy

Nvidia CEO Jensen Huang turned Computex 2026 in Taipei into a showcase of the company’s expanding influence over the global AI supply chain, unveiling the production-ready Vera Rubin chip platform, deepening ties with South Korean memory giant SK Hynix, and reaffirming plans to spend $150 billion annually on Taiwanese suppliers.

Vera Rubin Enters Production

Huang’s keynote on June 1 at the Taipei Music Center — doubling as GTC Taipei — centered on the announcement that Nvidia’s next-generation Vera Rubin platform has reached full production, with shipments slated to begin this fall. The platform pairs an 88-core Vera CPU, built on Nvidia’s Olympus core architecture, with a Rubin GPU, both manufactured on TSMC’s 3nm process. Huang also introduced RTX Spark, an Arm-based Windows PC chip developed with MediaTek that combines a 20-core Grace CPU and a Blackwell GPU, marking Nvidia’s most direct push into the consumer PC market.thenextweb

‘Please Make More’

On June 2, Huang visited the SK Hynix booth at Nangang Exhibition Center alongside SK Group Chairman Chey Tae-won, where the memory maker displayed HBM4E wafers and chipsets for the first time publicly. Huang signed the HBM4E wafer with the message “Please Make More” and wrote “LOVE SOCAMM” on a next-generation server memory module. Upon entering the booth, Huang remarked that “SK hynix became a $1 trillion market cap company 70 years after its founding,” a nod to the memory maker’s rise amid surging AI chip demand. It was the second consecutive day the two executives met, following Huang’s keynote in which he named SK Hynix, Samsung Electronics, and Micron as HBM4 suppliers for Nvidia’s next-generation AI platform.upi

$150 Billion Taiwan Commitment

Huang reiterated Nvidia’s plan to increase annual spending with Taiwanese suppliers to $150 billion, up from $100 billion currently, as reported by Barron’s and Reuters ahead of the conference. The figure underscores Taiwan’s centrality to the AI hardware ecosystem, with TSMC, Foxconn, and other manufacturers forming the backbone of Nvidia’s production capacity. Chey told reporters at a media roundtable that SK Hynix hopes “to continue to maintain our status as a major HBM supplier,” adding, “It is important to provide what customers want”.chosun