Industry Insiders: After Jensen Huang's Departure, Korean Memory Makers Gain Greater Leverage in HBM Negotiations

Odaily: Industry sources and analysts say that Jensen Huang's sudden resignation from Nvidia is expected to give South Korean memory chip makers greater leverage in upcoming supply negotiations; at the same time, however, the future direction of the various AI projects he personally championed has also been called into question. Ahn Ki-hyun, vice chairman of the Korea Semiconductor Industry Association, said in an interview: "This may not necessarily be a bad thing for us. Even if other companies fill the market gap left by Nvidia, those companies will likewise need our HBM."

Ahn Ki-hyun believes that, compared with the personal relationships between Jensen Huang and South Korean business leaders, Nvidia's reliance on a small number of memory suppliers is the core issue. "If Nvidia wants to change suppliers, it must find an alternative, but where is the alternative supplier?" he said. Ahn Ki-hyun stated: "We do not have to concentrate production capacity on a single customer; we can spread supply across multiple customers, which is actually more favorable to us."