Nvidia chief Huang wraps up visit to Korea focused on AI partnerships - The Korea Times

NVIDIA CEO Jensen Huang concluded a five-day visit to South Korea focused on expanding AI partnerships with major Korean technology firms. During the trip, Huang emphasized the strong collaboration be... Read original →

Jensen Huang’s Korea trip marks a strategic realignment of the AI tech stack amid intensifying geopolitical friction. The multiyear SK Group deal accelerates HBM and advanced packaging integration, compelling TSMC to allocate more CoWoS capacity to Korean clients. On compliance, U.S. export controls on AI chips are pushing Korean firms toward ‘AI-as-a-Service’ models—leveraging partnerships with Naver and SK Telecom to deliver cloud-based inference without shipping restricted hardware. Competitors like AMD and Intel will likely counter by deepening ties with Samsung Foundry and local telcos to promote non-CUDA ecosystems. Within 18 months, South Korea could emerge as the world’s third AI infrastructure hub, transitioning from memory-centric to ‘compute-memory converged’ architecture leadership. Quiet technical collaboration between Chinese and Korean firms on edge AI deployment may also expand, despite heightened U.S. scrutiny.