Arm’s partnership framework with South Korean companies for its AGI CPU is taking shape, with Samsung Electronics focused on supplying memory and Amkor Technology confirmed as an OSAT partner, an Arm executive said. Arm supports only DDR5 memory for the AGI CPU, limiting near-term direct benefits for SK Hynix’s HBM products, though broader adoption of agentic AI infrastructure could lift DDR5 demand.

At GTC 2026, Nvidia rolled out multiple chips, racks and software, highlighting three shifts: changes in AI computing cost structures, new software monetisation models and deeper AI adoption in manufacturing and mobility. It presented the Vera Rubin platform, the Groq 3 LPX inference rack and a 100 trillion dollar estimate for the physical AI market. It also cited expanding infrastructure deployment and the role of Korean suppliers including Samsung and SK Hynix.