Jensen Huang touts Korea partnerships, expands Nvidia hiring and product push - CHOSUNBIZ - Chosunbiz

NVIDIA CEO Jensen Huang engaged in a casual yet strategic gathering with top Korean business leaders in Seoul, highlighting the company's deepening ties with South Korea. During the event, Huang distr... Read original →

Jensen Huang’s Seoul engagement is a strategic maneuver to cement a U.S.-Korea AI hardware alliance anchored on HBM and LPDDR integration. Technically, NVIDIA is hardwiring SK hynix and Samsung’s advanced memory into Blackwell successors, forcing the AI server stack toward high-bandwidth architectures and marginalizing Taiwan, China’s sub-HBM3E alternatives. On compliance, Korea’s geopolitical neutrality makes it NVIDIA’s preferred hedge against U.S. export controls and supply chain fragmentation—especially as U.S.-Japan-Netherlands equipment restrictions intensify. Competitors like AMD and Intel will likely counter by accelerating chiplet-based CPO designs with Japan’s Rapidus and Taiwan, China suppliers to bypass HBM dependency. Within 18 months, NVIDIA’s expanded Korean AI hiring and localized supercomputing deployment will elevate Korea from component vendor to co-architect, redrawing global AI infrastructure influence.