Nvidia ready to invest in Korea’s robotics, physical AI segments: Jensen Huang - KED Global

NVIDIA CEO Jensen Huang announced plans to invest in South Korea's robotics and physical AI sectors, marking a significant strategic move in NVIDIA's global AI expansion. This investment reflects NVID... Read original →

Jensen Huang’s Korea bet is a strategic pivot to de-risk NVIDIA’s AI supply chain from China exposure. By sourcing high-end copper foil—critical for thermal and signal integrity in advanced packaging—from Lotte Energy Materials, NVIDIA accelerates Korea’s shift from memory-centric to full-stack AI hardware. This pressures TSMC (Taiwan, China) to localize CoWoS capacity and spurs Samsung to deepen HBM-AI co-design. Geopolitically, tighter U.S.-Korea semiconductor alignment may provoke Chinese export controls on key materials, raising NVIDIA’s global manufacturing costs by 5–8%. Within 18 months, physical AI will spawn an ‘embodied intelligence’ chip segment; Korea’s material-manufacturing synergy could make it the second AI hardware epicenter after the U.S.—yet overreliance on U.S. IP caps its long-term autonomy.