High2026-09-27Short term · Leans positiveLonger term · Leans positive

Lee Jae-yong, Chey Tae-won, Jensen Huang to Meet in New York

Samsung Chairman Lee Jae-yong, SK Group Chairman Chey Tae-won and Nvidia CEO Jensen Huang will meet in New York to discuss AI semiconductor cooperation. The move could strengthen HBM supply and AI chip alliances, positive for SK Hynix and other Korean chip stocks.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 2 related reports

지디넷코리아 · 09-27 19:14 KST
Lee Jae-yong, Chey Tae-won, Jensen Huang to Meet in New York on the 28th
Samsung's Lee Jae-yong, SK's Chey Tae-won and NVIDIA's Jensen Huang will meet in New York on the 28th, with markets watching for any new consensus on HBM supply and AI chip cooperation. Deeper SK Hynix-NVIDIA ties would reinforce its HBM leadership and support the stock.
v.daum.net · 09-27 17:14 KST
AI Semiconductor Triangle Alliance: Lee Jae-yong, Chey Tae-won, Jensen Huang to Meet in New York
Samsung Chairman Lee Jae-yong, SK Group Chairman Chey Tae-won, and NVIDIA CEO Jensen Huang will meet in New York to form an AI semiconductor triangle alliance. This could deepen SK Hynix's cooperation with NVIDIA in HBM and other AI memory areas, strengthening its market position. A new deal would significantly boost SK Hynix shares and cement its core role in the AI supply chain.