SK hynix CEO Nojung Kwak Meets Bill Gates and Nadella... Strengthening AI Memory Cooperation

Attending the "MS CEO Summit" in the US
Expected to Discuss Memory Supply Including HBM and DRAM
Potential for Additional Partnerships with Big Tech Companies like Google and AWS

Nojung Kwak, CEO of SK hynix, will meet with Microsoft (MS) founder Bill Gates and MS CEO Satya Nadella, among others. This meeting is expected to further strengthen the cooperation between the two companies surrounding the supply chain for artificial intelligence (AI) memory, including high-bandwidth memory (HBM).

According to industry sources on May 12, Kwak is scheduled to attend the "MS CEO Summit 2026" held at Microsoft's headquarters in Redmond, Washington, USA, on this day (local time). Kwak also participated in the event in 2024.

The MS CEO Summit is a private event where MS invites CEOs of major global companies and industry experts to share technology trends and business strategies. It is known as a private networking event where only invitees can participate.

Kwack Nojung, President and CEO of SK hynix, is speaking at the '2026 Win-Win Growth Council General Assembly' held on the 20th of last month at the Grand Walkerhill in Gwangjin-gu, Seoul. Photo by Yonhap News.

Among domestic telecommunications and ICT service companies, Hong Beomsik, CEO of LG Uplus, is reportedly the only representative attending the event.

In particular, an official dinner hosted by Bill Gates is scheduled for the end of the event. This dinner, held at Bill Gates's residence, had been suspended for some time but has recently resumed. It is reported that CEO Kwak is also likely to attend this dinner.

In the field of AI memory, MS and SK hynix already maintain a close partnership. MS is a major customer that sources DRAM and NAND flash memory from SK hynix. The company's latest AI chip, "Maia 200," is also equipped with SK hynix's HBM3E (5th generation).

Industry observers interpret CEO Kwak's move as a strategic effort to strengthen supply stability with major clients and to expand next-generation product collaboration, especially as global AI proliferation has tightened the supply and demand for memory.

Meanwhile, as the event brings together CEOs from major global companies, there is also speculation about the possibility of additional collaborations with firms beyond MS. SK hynix is expanding its memory partnerships not only with Nvidia and MS but also with other major big tech companies such as Google and Amazon Web Services (AWS).

This content was produced with the assistance of AI translation services.