Huang Renxun Dramatically 'Saves' South Korean Stock Market
In early June, South Korea's stock market experienced a sharp decline, with the KOSPI index dropping over 5% and triggering a trading halt. Amid this volatility, NVIDIA CEO Jensen Huang's visit to Seoul provided a dramatic boost to market sentiment.
During his trip, Huang held a dinner meeting with SK Group Chairman Chey Tae-won and SK Hynix CEO Kwak Noh-Jung. He announced that NVIDIA's new Vera CPU would utilize SK Hynix DRAM and confirmed a multi-year technical collaboration between the two companies. This partnership aims to co-develop next-generation memory for NVIDIA's AI infrastructure roadmap, covering products from data center supercomputers to personal AI devices. Huang also publicly commented that AI company stocks were attractively priced.
A key announcement was that NVIDIA's upcoming Vera Rubin AI supercomputer systems will use HBM4 memory, with supply qualifications granted to all three major suppliers: SK Hynix, Samsung Electronics, and Micron Technology. Despite this multi-sourcing strategy, Huang warned that the industry-wide chip shortage, affecting everything from wafers to packaging, is expected to persist for several years due to relentless demand from global AI factory construction.
The collaboration extends beyond memory supply. SK Hynix will employ NVIDIA's AI platforms and Omniverse digital twin technology to enhance its own semiconductor design, simulation, and manufacturing processes, aiming for more autonomous factory operations.
This visit builds upon a prior October 2025 agreement for SK Group to build a large-scale AI data center using over 50,000 NVIDIA GPUs. Huang's itinerary also included meetings with other Korean giants like Hyundai, LG, and Samsung, indicating NVIDIA's broader strategy to deepen ties with South Korea's tech industry.
链捕手06/08 15:45
