en.Wedoany.com Reported - On June 5, Jensen Huang, founder and CEO of U.S.-based Nvidia, arrived in South Korea, beginning a four-day visit. This marks his second trip to South Korea in seven months, with an itinerary expected to cover meetings with major South Korean corporate executives, gaming companies, AI and robotics startups, university research institutions, and public events.
The industrial context of this visit is clear: South Korea is becoming a key node in Nvidia's AI supply chain, AI customer ecosystem, and physical AI application scenarios. Samsung Electronics and SK Hynix are major global suppliers of high-bandwidth memory (HBM), which directly impacts the performance, delivery schedule, and next-generation product competitiveness of Nvidia's AI accelerators. Companies such as Hyundai Motor, LG, Naver, NCsoft, and Krafton are respectively connected to automotive intelligence, robotics, smart manufacturing, internet platforms, gaming, and AI applications. As Nvidia expands from a GPU supplier to an AI infrastructure platform company, South Korean enterprises are no longer just memory chip suppliers but are also becoming co-drivers of AI data centers, autonomous driving, robotics, physical AI, and content generation applications.
According to South Korean media reports, after arriving, Huang is expected to meet with SK Group Chairman Chey Tae-won, Hyundai Motor Group Chairman Chung Eui-sun, LG Group Chairman Koo Kwang-mo, and Naver founder Lee Hae-jin in Seoul's Seongsu-dong area. Topics may include HBM, AI data centers, autonomous driving, robotics, and physical AI.
South Korea's weight in Nvidia's global strategy is rising. Last October, Nvidia announced it would supply over 260,000 advanced AI chips to the South Korean government and major enterprises to support the country's AI infrastructure construction. South Korea's latest AI policies have also prioritized AI investment, aiming for a higher position in the global AI competition. For Nvidia, South Korea offers three types of value: first, advanced memory and manufacturing capabilities from companies like Samsung Electronics and SK Hynix; second, physical scenarios in automotive, robotics, manufacturing, and materials from companies like Hyundai Motor, LG, and Doosan; and third, AI applications and content ecosystems from platform and gaming companies like Naver, NCsoft, and Krafton. By aligning chip supply chains, enterprise customers, and physical AI testbeds along a single industrial line during this visit, Huang demonstrates that Nvidia is deepening its ecosystem ties with South Korea through high-level engagement.
This trip also carries a significant public relations dimension. Huang is expected to appear on the South Korean TV show "You Quiz on the Block" and serve as the ceremonial first pitch pitcher at a Doosan Bears home game. Compared to closed-door business meetings alone, such public exposure helps Nvidia further bridge the gap with South Korea's tech industry, university students, and the general public. Last year, during his participation in APEC-related events in South Korea, Huang drew widespread attention by sharing fried chicken and beer with Samsung Electronics Chairman Lee Jae-yong and Hyundai Motor Group Chairman Chung Eui-sun. This visit continues a similar high-visibility approach, making the industrial collaboration between Nvidia and South Korean companies more likely to attract market attention.
Looking ahead, the substantive variables of Huang's visit to South Korea center on three aspects: whether South Korean memory companies can continue to meet Nvidia's next-generation AI chip demands for HBM; whether South Korean automakers, robotics firms, and manufacturers can become key testbeds for physical AI deployment; and whether South Korean internet and gaming companies can form more concrete collaborations with Nvidia on AI workstations, generative content, cloud inference, and on-device AI terminals. If these collaborative directions materialize further, South Korea's role in the global AI industry will extend from a "chip supply chain hub" to an "AI infrastructure and physical AI application base," while Nvidia will further solidify its key Asian partner network beyond the United States.
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