Met in Taipei, see you in Seoul! Jensen Huang to visit Korea this week to meet with the head of SK Group, marking the fourth meeting in half a year.

``` NVIDIA and SK Group’s high-level interactions are continuing to heat up at an unusually frequent pace. According to SK Group’s official announcement, NVIDIA CEO Jensen Huang and SK Group Chairman Chey Tae-won held a meeting in Taipei on June 1st to discuss in-depth prospects for cooperation in the field of AI storage. This is the third meeting between the two this year. Industry sources also revealed that Jensen Huang plans to arrive in Seoul this Thursday and will hold a series of meetings with major Korean chaebol leaders on Friday—marking the fourth meeting between the two within half a year. This meeting in Taipei coincided with SK Hynix’s market value surpassing one trillion USD, a historic milestone. Senior executives from both sides discussed the significance of this achievement and reaffirmed their commitment to jointly explore new grounds in AI infrastructure. Jensen Huang’s imminent trip to Seoul is attracting high market attention. Analysts believe that this round of talks could expand topics from AI chip cooperation to the fields of robotics and physical AI. Notably, today, at the Computex exhibition in Taipei, SK Hynix Chairman Chey Tae-won stated that they plan to double memory production capacity over the next five years to help relieve the severe supply-demand imbalance in memory chips. Chey still believes that the memory shortage will last until 2030. Taipei Meeting: SK Hynix Market Value Surpasses One Trillion as Opportunity This meeting in Taipei took place during Computex. Chey Tae-won attended the opening of “GTC Taipei 2026” on June 1st together with SK Hynix CEO and President Kwak Noh-jung, and listened to Jensen Huang’s keynote speech. In his keynote, Jensen Huang introduced the mass production roadmap for the next-generation GPU platform “Vera Rubin” and NVIDIA’s cooperative plans in the Asia-Pacific region. After the speech, executives from both sides held a private business meeting. SK Group posted on its Facebook account that the meeting aimed to “jointly review both companies’ achievements in the AI storage field and reaffirm their commitment to pioneering new AI infrastructure areas together.” Worth noting, while in Taipei, Jensen Huang also attended a “Korean Partners” event and, in an interview with Korean media, detailed four key factors needed to address the complexity of high-bandwidth memory (HBM), emphasizing the importance of maintaining close cooperation with SK Hynix. The commercial background of this meeting is also noteworthy. It is reported that NVIDIA has signed new HBM supply contracts with memory chip manufacturers including SK Hynix. Market speculation suggests that given NVIDIA plans to use sixth-generation HBM memory (HBM4) in the new “Vera Rubin” AI computing platform launching in the second half of the year, the price of this new round of HBM supply contracts may have risen substantially—possibly by as much as 100%. If this is accurate, it would significantly boost SK Hynix’s earnings prospects. Seoul Trip: Expanded Chaebol Summit Lineup, Four Meetings in Half a Year Industry sources say Jensen Huang plans to arrive in Seoul late this Thursday and will hold a series of high-level meetings on Friday. In addition to Chey Tae-won, expected attendees include LG Group Chairman Koo Kwang-mo, Naver founder and Board Chairman Lee Hae-jin, and Hyundai Motor Group Executive Chairman Euisun Chung, who is actively considering participation. Industry observers point out that the topics of this meeting are likely to extend beyond AI semiconductor cooperation, reaching into robotics and physical AI—an emerging field focused on integrating artificial intelligence with real-world machines and systems. Jensen Huang has previously stated that robotics is one of his potential investment topics for this Korea visit. The frequency of meetings between Jensen Huang and Chey Tae-won is notably rare in the industry. According to Korean media, after first meeting in Silicon Valley in February last year, the two met again this March at the GTC 2026 conference in San Jose. The current Taipei meeting is their third this year, and if the Seoul trip takes place as planned, it will total four meetings in half a year. In an interview in Taipei, Jensen Huang, in his usual relaxed style, previewed his Seoul itinerary: “I might go to Korea for fried chicken or grilled pork belly.” This echoes his October visit to Seoul last year, when he shared “fried chicken and beer” with Samsung Electronics Executive Chairman Lee Jae-yong and Euisun Chung. Risk Disclaimer The market carries risks and investment should be approached cautiously. This article does not constitute personal investment advice, nor does it take into account individual users’ special investment goals, financial situations, or needs. Users should consider whether any opinions, views, or conclusions expressed here are appropriate for their particular circumstances. Investments made accordingly are at one’s own risk. ```