Medium2026-09-30Short term · Leans positiveLonger term · Neutral

NVIDIA CEO Huang Pledges 33 More Years With Korea

Chosun Ilbo reports that NVIDIA CEO Jensen Huang pledged 33 more years of cooperation with Korea's semiconductor industry, underscoring Korea's key role in the AI chip supply chain. As a major HBM supplier to NVIDIA, SK Hynix could see more stable HBM order expectations, offering a short-term sentiment boost, though the actual earnings impact depends on follow-through orders.

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

Related coverage · 2 related reports

finance.biggo.com · 09-30 14:05 KST
Jensen Huang to Extend Samsung and SK Partnership for 33 More Years as Korea's AI Full-Stack Push Gains Steam
NVIDIA CEO Jensen Huang said the partnership with Samsung and SK Hynix will be extended by 33 years, underscoring long-term ties in HBM and AI memory. This strengthens SK Hynix's order visibility and industry position, a major positive that could lift its stock and valuation outlook.
chosun.com · 09-30 11:25 KST
NVIDIA CEO Huang Pledges 33 More Years With Korea
NVIDIA CEO Jensen Huang publicly pledged 33 more years of cooperation with Korea, reinforcing expectations of a long-term tie-up with SK Hynix and other Korean memory makers. As a core HBM supplier to NVIDIA, Hynix sees improved order visibility and a reaffirmed AI growth story, a positive for sentiment, valuation premium and share price, though actual order timing remains key.