DEEP ANALYSIS
What Jensen Huang's 4-Night, 5-Day Trip Left Behind: Can South Korea Become a 'Core Hub' in NVIDIA's AI Supply Chain?
During his visit to South Korea, NVIDIA announced a long-term partnership with SK Group, including a multi-year HBM supply contract spanning over two years, and unveiled joint business plans with Naver and SK Telecom to build large-scale AI data centers, known as 'AI factories,' in the country. SK Group and NVIDIA established a long-term partnership lasting at least two years to pursue comprehensive cooperation, including the co-development of next-generation memory, memory supply for AI factories, and innovations in semiconductor design and manufacturing. Regarding whether South Korea can become a 'core hub,' the officially announced outcomes of this visit can be summarized as the long-term HBM supply contract, co-development of next-generation memory, joint AI factory business plans, and directions for expanded cooperation in robotics and physical AI.
During his visit to South Korea, NVIDIA announced a long-term partnership with SK Group, including a multi-year HBM supply contract spanning over two years, and unveiled joint business plans with Naver and SK Telecom to build large-scale AI data centers, known as 'AI factories,' in the country. SK Group and NVIDIA established a long-term partnership lasting at least two years to pursue comprehensive cooperation, including the co-development of next-generation memory, memory supply for AI factories, and innovations in semiconductor design and manufacturing. Regarding whether South Korea can become a 'core hub,' the officially announced outcomes of this visit can be summarized as the long-term HBM supply contract, co-development of next-generation memory, joint AI factory business plans, and directions for expanded cooperation in robotics and physical AI.
From HBM long-term contracts and gigawatt-scale AI factories to physical AI… South Korea has expanded from a component supplier to an ecosystem partner, yet the gap between blueprints and reality remains a task for verification NVIDIA founder and CEO Jensen Huang has concluded his 4-night, 5-day itinerary in South Kore…
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