Science minister discusses physical AI cooperation with Nvidia chief - The Korea Herald

South Korean Science Minister Bae Kyung-hoon met with NVIDIA CEO Jensen Huang in Seoul to discuss cooperation in artificial intelligence, particularly in developing a physical AI ecosystem. The meetin... Read original →

South Korea’s strategic alignment with NVIDIA on Physical AI will accelerate adoption of 3nm/EUV-based chips in training clusters, forcing Samsung and SK hynix to reconfigure HBM4 capacity. While reinforcing the U.S.-ROK tech alliance, this dependence heightens vulnerability to CHIPS Act restrictions—delivery of 260,000 advanced GPUs could become a geopolitical bargaining chip. TSMC may exploit this by offering CoWoS packaging alternatives to Korean OEMs, positioning Taiwan, China’s foundry ecosystem as a de facto buffer zone. If Seoul fails to localize the Vera Rubin platform and incubate indigenous AI frameworks within 18 months, its 'AI factory' risks becoming a compute colony serving NVIDIA’s global stack rather than domestic innovation.