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 Korea. During his visit, he held consecutive meetings with South Korea's representative companies—including SK Group, Samsung Electronics, Hyundai Motor Group, LG Group, Naver, and SK Telecom—to discuss cooperation across the AI supply chain and overall infrastructure. Domestic industry circles evaluate that, as a return visit following last year, this schedule is interpreted as a continuation phase of existing cooperation rather than a one-off event. Analysis suggests that the center of gravity for this visit has shifted compared to the past. While previous cooperation focused…