Industry insiders: After Huang Renxun's departure, South Korean memory manufacturers gain more bargaining power in HBM negotiations

Odaily report: Industry sources and analysts said that Huang Renxun's sudden resignation from NVIDIA is expected to give South Korean memory chip manufacturers greater initiative in subsequent supply negotiations; but at the same time, the future direction of various AI projects he personally promoted is also in question. Ahn Ki-hyun, vice chairman of the Korea Semiconductor Industry Association, said in an interview: "This may not be a bad thing for us. Even if other companies fill the market gap left by NVIDIA, these companies will still need our HBM."

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