High2026-09-30Short term · Leans positiveLonger term · Leans positive

Jensen Huang Says to Partner with Samsung, SK Hynix for 33 More Years

Nvidia CEO Jensen Huang publicly stated that the company will continue partnering with Samsung Electronics and SK Hynix for another 33 years, underscoring the long-term ties between the AI chip giant and Korean memory makers. This reinforces market confidence in the durability of SK Hynix's HBM orders, easing concerns over intensifying competition and a cycle peak, and acts as a positive catalyst for the stock.

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

Related coverage · 2 related reports

조선일보 · 09-30 00:47 KST
NVIDIA CEO Vows 33 More Years With Korea
NVIDIA CEO Jensen Huang pledged 33 more years of cooperation with Korea's memory industry, underscoring SK Hynix's strategic role as a key HBM supplier. The remark boosts confidence in long-term orders and AI memory demand, a positive for the stock.
v.daum.net · 09-30 00:29 KST
Jensen Huang: To Partner with Samsung, SK Hynix for 33 More Years
NVIDIA CEO Jensen Huang publicly stated he will continue partnering with Samsung and SK Hynix for another 33 years, underscoring SK Hynix's central role in the HBM supply chain. The remark boosts long-term order visibility and supports share-price sentiment, likely read as a strong signal of sustained AI memory demand.