NVIDIA CEO Calls Tech Stock Selloff a Buying Opportunity - incrypted

NVIDIA CEO Jensen Huang stated that the current global tech stock sell-off presents a buying opportunity, emphasizing that the development of AI infrastructure is still in its early stages. Despite in... Read original →

Jensen Huang’s bullish stance stems from viewing AI infrastructure as being in its 'electrification era' infancy. Technically, the NVIDIA–SK Hynix alliance will accelerate HBM4 and 3nm EUV adoption, pressuring TSMC and Samsung to expand CoWoS and advanced packaging capacity. On compliance, tightening U.S.-ROK export controls on AI memory may raise barriers for non-U.S. customers, spurring Taiwan, China and mainland China to fast-track domestic alternatives. Competitively, AMD and Intel will likely deepen MI300X ecosystem integration and partner with Micron to counterbalance this alliance. Over the next 12–24 months, AI capex will persist despite rate fears; instead, rising compute density will exacerbate the 'memory wall,' making HBM supply chains a geopolitical flashpoint—potentially securing SK Hynix over 30% of the high-end market through early-mover advantage.