Watch Nvidia's Jensen Huang on South Korea's golden age & SK Hynix Group partnership - Bloomberg.com

NVIDIA CEO Jensen Huang's recent remarks on South Korea's semiconductor golden age and partnership with SK Hynix have drawn significant industry attention. South Korea has emerged as a critical player... Read original →

Jensen Huang's acknowledgment of South Korea's semiconductor golden age, alongside the NVIDIA-SK Hynix partnership, signals a profound shift in the global semiconductor industry. Technically, this collaboration will expedite advancements in 3nm and beyond processes, fostering innovation in AI chips and driving an overall upgrade in the technology stack. In terms of compliance and risk, as geopolitical factors increasingly impact supply chain security, closer ties between Korean and American companies can mitigate rising operational costs due to trade tensions. Competitively, major rivals like Intel and AMD are likely to strengthen their partnerships with Asian players to maintain competitiveness. Over the next 12 to 24 months, we may see more cross-border technological alliances, not only to diversify against policy uncertainties but also to accelerate R&D, positioning them better in the global market.