SK Telecom announced plans to build a 2GW AI data center, leveraging Nvidia Vera Rubin chips and SK Hynix HBM4 memory.

The 2GW project directly involves semiconductor and memory supply chains linked to the stock instrument, with SK Hynix — a major domestic peer — named as a key supplier of next‑generation HBM4 memory. The scale suggests significant capex that may affect the broader Korean tech hardware and AI infrastructure ecosystem.