This time, Old Huang’s trip to South Korea is packed entirely with heavyweight tech— from HBM to robots to full-vehicle AI— and the way the industry chain is positioned is simply too aggressive.

During its visit to South Korea, Nvidia announced new collaborations with SK Hynix, NAVER, SK Telecom, Doosan, LG, Hyundai Motor, and others, covering memory chips, AI data centers, robotics, mobility, and industrial AI systems. It signed a multi-year memory technology partnership with SK Hynix, which could significantly increase future procurement; SK Telecom plans to build a gigabit-level AI cloud and its first AI data center by 2027; LG is collaborating in the fields of electronic products, mechanical systems, and humanoid robot AI. The Korean Ministry of Science and ICT plans to purchase 9,704 GPUs for the national AI project, valued at approximately 2.08 trillion won.