Nvidia (NVDA) Announces Artificial Intelligence Partnerships with 6 Major South Korean Companies - Insider Monkey

On June 8, 2026, NVIDIA CEO Jensen Huang announced strategic artificial intelligence partnerships with six major South Korean companies following a four-day visit to the country. The collaborations fo... Read original →

Jensen Huang’s visit signals NVIDIA’s strategic pivot to position South Korea as the ‘second pillar’ of its AI hardware ecosystem. Technically, SK Hynix’s 3nm HBM4 paired with EUV lithography will break memory-bandwidth bottlenecks, sharply boosting data center energy efficiency. LG’s integration of liquid cooling and power distribution marks a shift from raw compute scaling to holistic infrastructure optimization. On compliance, tighter U.S.-ROK export controls on advanced tools are driving a de facto ‘China-excluded’ supply chain—raising capex by 15–20%. AMD will likely accelerate its 3nm GAA collaboration with Samsung to hedge HBM dependency, while TSMC (Taiwan, China) may be pressured to allocate CoWoS capacity to Korean partners. Within 18 months, Saemangeum’s AI Valley and SKT’s gigawatt-scale cloud will draw global AI firms to deploy training clusters in Seoul, redefining Asia-Pacific infrastructure gravity away from Singapore and Tokyo.