Jensen Huang touts Nvidia growth with Korea partners, urges local hiring - CHOSUNBIZ - Chosunbiz

NVIDIA CEO Jensen Huang hosted an informal barbecue gathering with top Korean business leaders, including SK Group, LG Group, and Naver, in Seoul on June 5, 2026. During the event, Huang emphasized th... Read original →

Jensen Huang’s Seoul barbecue was a calculated move, not casual diplomacy. Technically, tighter HBM-LPDDR co-design with SK hynix will accelerate power efficiency in AI supercomputers and autonomous driving SoCs—HBM4 ramp timelines now directly gate NVIDIA’s next-gen architectures. On compliance, establishing a local AI center mitigates U.S.-Korea export control friction but invites scrutiny over tech localization under CHIPS Act guardrails. Competitively, AMD and Intel will likely fast-track HBM alternatives with Samsung and LG to break NVIDIA’s memory-stack monopoly. Within 18 months, South Korea could emerge as the world’s secondary AI hardware hub, shifting from foundry to co-architect status. NVIDIA’s real aim? Locking in ecosystem control before RISC-V or compute-in-memory initiatives from Taiwan, China or mainland China disrupt the stack.