NVIDIA's Jensen Huang Meets Samsung and SK Chiefs in New York, Spotlight on HBM Supply

NVIDIA CEO Jensen Huang met Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won in New York on September 28, with all three attending the annual dinner of The Korea Society.

The meeting brought together leaders of three core companies in the global AI semiconductor supply chain about two months after their previous gathering, drawing attention to whether they will expand cooperation.

Industry observers expect next-generation HBM supply to be a key topic. Samsung Electronics and SK Hynix are major memory suppliers to NVIDIA in the global HBM market. Samsung DS head Jeon Young-hyun met Huang in June to discuss long-term cooperation on next-generation HBM such as HBM4E and HBM5, while SK Hynix has agreed with NVIDIA to jointly develop next-generation AI memory and pursue long-term memory collaboration.

Whether cooperation could extend from HBM to broader AI infrastructure is also being watched, as NVIDIA expands its data center and AI factory ecosystem while Samsung and SK Group push AI data center and infrastructure businesses. Specific agenda items have not been disclosed.