Hwang In-hyuk appeared in Seoul, and all topics revolved around HBM, 2nm process, and autonomous driving.

The CEO of NVIDIA Corporation, Huang Renxun, made his first official visit to South Korea in over ten years on Thursday. During his visit to Seoul, he met with the leaders of Samsung and Hyundai, highlighting the deepening "artificial intelligence collaboration" between the AI chip superpower and the South Korean storage chip and automotive industry. The discussions focused on HBM storage systems (HBM3E and HBM4), 2.5D/3D advanced packaging, 2nm and below cutting-edge chip processes, and the drive towards fully automated driving systems and high-performance NVIDIA GPU computing systems for humanoid Siasun Robot & Automation. In terms of NVIDIA Corporation's continued strong growth forecasts, the 12-layer HBM3E storage system provided by Samsung, as well as potential future 2nm AI chip manufacturing and advanced packaging, will play crucial roles. Hyundai, a large automotive group, is working on a "fully automated driving system + large-scale humanoid/mobile Siasun Robot & Automation team," which could make NVIDIA Corporation's automotive and Siasun Robot & Automation business the second largest growth point after the data center business. The tech mogul expressed his anticipation for meeting with South Korean President Lee Zaoming on Friday local time, stating that there will be many major announcements between NVIDIA Corporation (NVDA.US) and South Korean companies. Huang Renxun also mentioned his confidence in the earlier China-US talks held in South Korea and his optimism for NVIDIA Corporation's expansion prospects in the Chinese market. "I fully believe the two leaders had a very optimistic conversation. But that doesn't necessarily have to involve anything I've done," Huang Renxun said in an interview in Seoul. During the GTC conference held in the Eastern United States on Tuesday, Huang Renxun signaled a major performance boost with the announcement that the "Blackwell and next-generation Rubin architecture will drive NVIDIA Corporation's data center business revenue to exceed $500 billion in the next five quarters," pushing NVIDIA Corporation's total market value to surpass and stabilize at $5 trillion, becoming the first company in the world to reach a market value of $5 trillion. The "AI pioneer" Huang Renxun firmly believes that the so-called "AI era" has fully arrived, and NVIDIA Corporation is transitioning from a "chip design company" to the "most powerful technical foundation of the AI era" - including a full-stack infrastructure related to AI and a complete industry operating system. NVIDIA Corporation defines this "AI technical foundation" as a full-stack technology platform that encompasses silicon products, AI-level rack computing clusters, AI factories, and the entire industry ecosystem. With Huang Renxun announcing a series of major developments that will drive global AI acceleration, the market may temporarily set aside the so-called "AI bubble narrative." The recent surge in prices of global DRAM and NAND storage products, coupled with the high valuation of the world's leading AI startup OpenAI reaching over $1 trillion in AI computing infrastructure transactions, as well as the strong performance and increased future outlook of the "chip manufacturing king" Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, and South Korea's two major storage giants Samsung and SK Hynix have significantly strengthened the narrative logic of the "long-term bull market" for AI computing infrastructure sectors such as AI GPUs, ASICs, HBM, data center SSD storage systems, liquid cooling systems, core power equipment, etc. "Hallyu Culture of Fried Chicken and Beer" Huang Renxun, Samsung Chairman Lee Jae-yong, and Hyundai Motor Group Executive Chairman Chung Ei-hoon dined together at a high-end Korean chain restaurant "Kkanbu Chicken" in the upscale neighborhood of Gangnam in Seoul, enjoying fried chicken and beer - a popular post-work pairing in South Korea known as "chimaek" (chicken and beer). The term "Kkanbu" roughly translates to "close friend" or "highly reliable partner," and this Korean cultural bond gained global recognition due to the Netflix series "Squid Game" in 2021, symbolizing absolute loyalty between allies. "To our partnership and future of the world," Huang Renxun was captured saying as he arrived at the restaurant to meet with Lee Jae-yong and Chung Ei-hoon. Hundreds of people, including prominent media, flocked to the area around the restaurant just to catch a glimpse of Huang Renxun - the tech giant steering NVIDIA Corporation, the first publicly listed company to reach a market value of $5 trillion. He is known for his active interaction and photo opportunities with NVIDIA Corporation fans. Wearing a black T-shirt and dark pants, Huang Renxun stepped out of the restaurant and handed out baskets of fried chicken and fried cheese to the gathered crowd. The important meeting of tech leaders took place before Huang Renxun expected to announce a series of important potential statements or deals with large Korean companies. He stated that these dealings would "satisfy both US President Donald Trump and South Korean companies." Huang Renxun gifted mini NVIDIA AI supercomputers to Lee Jae-yong and Chung Ei-hoon, each with a note saying, "To the future, and our partnership with each other." Reporters captured the three industry leaders raising their arms and toasting, performing what is known in Korea as the "love shot" toast, symbolizing friendship and trust. HBM, 2nm Advanced Chip Processes, Automated Driving, and Humanoid Siasun Robot & Automation In a brief interview on his way out of the restaurant, NVIDIA Corporation CEO Huang Renxun mentioned that he discussed deepening collaboration on HBM storage, fully automated driving systems, the penetration of humanoid Siasun Robot & Automation, and potential chip manufacturing collaborations with the decision-makers at Samsung and Hyundai. "If you look at the entire Korean tech ecosystem, almost every major company is my close friend and important partner," Huang Renxun said. At this week's GTC conference in Washington, Huang Renxun emphasized the "AI GPU architecture product roadmap + AI software-hardware ecosystem collaboration + latest revenue visibility" trilogy he presented at the Washington GTC conference, highlighting that human society has entered the "AI era" and that the tech stocks' questioning of the "AI bubble" is an irrational view of the global AI industry chain. NVIDIA Corporation is accelerating its transformation from a "chip company" to the "most robust foundation of AI." Huang Renxun specifically stated that he would announce collaborations with Korean partners this week and directly targeted the core decision-makers at Samsung Electronics and Hyundai Motor, indicating that the collaboration would be of the type that can be "implemented and scaled" rather than just a courtesy visit. The latest developments show that Samsung Electronics' 12-layer HBM3E has passed NVIDIA Corporation's quality certification, and they plan to ship HBM4 samples to NVIDIA Corporation to strive for early adoption. This directly alleviates the key HBM supply constraints for NVIDIA Corporation (previously relying mainly on SK Hynix and Micron for HBM storage for NVIDIA Corporation AI GPUs): it expands NVIDIA Corporation's available storage chip capacity further in light of recent tight storage chip production capacities and significant price increases. This creates a positive cycle of bargaining for HBM storage and accelerating the deployment of AI GPU computing clusters to global data centers, which is highly beneficial for the volume pace and margin stability of the Blackwell/Rubin platform. The global leader in HBM - SK Hynix - achieved record high performance in the third quarter, with operating profit soaring by 62% behind the full "sold out" status of its HBM storage systems. The company stated that it has secured all DRAM and NAND customer demands until 2026, with HBM4 set to ship by the end of 2025. Wall Street financial giant Morgan Stanley stated that SK Hynix's "sold out" signal indicates a further tightening of storage capacity supply, and the environment of rising storage chip prices will continue throughout 2026, bringing the global storage chip sector's performance growth prospects closer to the super cycle benchmarks of 2017-2018. Industry watchers are also eyeing Samsung's chip manufacturing and advanced packaging system (I-Cube/X-Cube) in collaboration with NVIDIA Corporation, adding to the market expectations for potential 2nm customized AI chips and NVLink-related computing ecosystem deployments at Samsung chip fabs. If some orders are realized within a "packaging + supply closed loop" in South Korea, it will further enhance NVIDIA Corporation's supply chain resilience and the diversification of its manufacturing GEO Group Inc. Hyundai Motor Group has established AI collaboration with NVIDIA Corporation for the "future of travel": jointly advancing in autonomous driving/SDV and the IsaacSiasun Robot & Automation platform. This aligns closely with the Siasun Robot & Automation and fully automated driving (DRIVE AGX Hyperion 10) strategic platforms announced by NVIDIA Corporation at the GTC, showing a high degree of synchronization. Hyundai is a global scale vehicle group, and a deep integration of NVIDIA Corporation GPU computing system with NVIDIA Corporation's automotive and edge AI business in L2+/L3 and higher-level functions, as well as in the development and mass production of "AI factoryization" and humanoid Siasun Robot & Automation, will provide a multi-year order moat for NVIDIA Corporation's automotive and edge AI business.