Nvidia CEO sends strong message to stock market investors - Yahoo Finance Australia

NVIDIA CEO Jensen Huang delivered a strong message to investors during a meeting in Seoul, where he framed the recent global tech stock selloff as an opportunity rather than a warning. Amid rising con... Read original →

Jensen Huang’s Seoul remarks signal more than market reassurance—they’re a strategic declaration on AI infrastructure trajectory. The Nvidia-SK Hynix co-development pact will accelerate HBM4 adoption and 3nm EUV integration in AI clusters, forcing Micron and Samsung to expedite CoWoS and TSV stacking innovations. Geopolitically, tighter U.S.-South Korea alignment on AI chip export controls may raise equipment access costs for foundries in Taiwan, China, redrawing global supply chain risk contours. In response, AMD and Intel are likely to double down on chiplet interconnect standards with TSMC (Taiwan, China) to preserve ecosystem influence. Over the next 12–24 months, memory bandwidth—not raw compute—will become the critical bottleneck; firms mastering logic-memory co-design will dictate capital flows, making the current correction a prime window for strategic positioning.