Nvidia chief says will announce $500 bln partnership with SK Group in meeting with Lee - The Korea Herald

During a visit to San Francisco, South Korean President Lee Jae Myung met with NVIDIA CEO Jensen Huang, who announced a $500 billion partnership between NVIDIA and South Korea's SK Group. This strateg... Read original →

The partnership between NVIDIA and SK Group not only signifies a technological leap in the semiconductor industry but also represents a significant move in the global tech competition. Technologically, this will greatly enhance integration across the supply chain, particularly accelerating advancements in autonomous vehicles and smart transportation systems. However, such cross-border cooperation may encounter compliance challenges due to policy shifts from various countries; for instance, US restrictions on the semiconductor sector in Taiwan, China could indirectly affect supply chain security. For competitors like AMD and Intel, this collaboration will likely prompt them to seek new alliances or increase R&D investments to maintain their competitive edge. Over the next 12 to 24 months, we anticipate increased investment activities centered around AI chips and applications, alongside more discussions on data privacy protection and technology standardization.