SK Group Chairman Tae-won Choi met with TSMC Chairman C.C. Wei on Wednesday at Computex Taipei 2026, Asia's largest information technology (IT) exhibition currently underway in Taipei, Taiwan. The meeting marked the first encounter between the two leaders in two years since June 2024.
The two agreed to further strengthen all-round cooperation spanning the development of next-generation high bandwidth memory (HBM) and advanced packaging, in order to respond nimbly to the global AI market environment. With Chairman Choi having announced at the event that the company will double its memory production capacity over the next five years, related plans with TSMC, its largest foundry (contract chip manufacturing) partner, are understood to have been a central topic of discussion.
"Resolving supply bottlenecks within the global AI value chain has emerged as a key challenge," SK hynix (000660.KS) said. "We expect that combining industry-leading AI memory technology with TSMC's foundry capabilities through this meeting can offer a practical solution to that challenge."
Chairman Choi plans to use Computex as a springboard to forge closer ties with Taiwanese semiconductor firms that already have direct partnerships with Nvidia. The aim is to draw in local global powerhouses across foundry, fabless, and packaging sectors to expand the AI ecosystem led by SK and Nvidia.
A day earlier, Chairman Choi said, "The more we expand our AI business, the better, and the more Taiwanese partnerships we need." He added, "I came here in person to see how our partners are doing and to check how the partnerships will evolve going forward." He signaled meetings or future cooperation with various Taiwanese companies, including Foxconn and Acer, in addition to TSMC.
