Jensen Huang shouts 'Everyone loves HBM' at Seoul barbecue as Nvidia announces Korea R&D center and previews four new products - digitimes

NVIDIA CEO Jensen Huang's theatrical barbecue dinner in Seoul, where he proclaimed 'Everyone loves HBM,' represents a strategic move to deepen NVIDIA's Korean market presence. This high-profile engage... Read original →

Jensen Huang’s Seoul spectacle isn’t theater—it’s a strategic declaration that HBM is now central to AI compute architecture. This move forces tighter integration between HBM stacks, 3nm nodes, and EUV processes, pressuring TSMC to scale CoWoS capacity and SK Hynix to accelerate HBM4 ramp. Geopolitically, a Korean R&D hub offers NVIDIA partial insulation from U.S.-China tech decoupling risks, though it introduces local data governance constraints. Competitors like AMD and Intel will likely fast-track HBM adoption in MI300 and Gaudi lines, while Chinese AI chipmakers may pivot to LPDDR5X alternatives. Within 18 months, HBM yield and TSV interconnect mastery will dictate premium AI chip pricing power—cementing South Korea’s irreplaceable role in the global semiconductor stack.