Overview
- Jensen Huang held a casual 'chimaek' dinner with Samsung’s Lee Jae-yong and Hyundai’s Chung Euisun at Kkanbu Chicken in Gangnam, an informal meetup positioned before formal business disclosures.
- Samsung verified on a company call that it is supplying fifth-generation HBM3E to Nvidia, while noting HBM4 samples have been delivered to customers and capacity expansion is under review.
- Sources reported Nvidia is expected to sign AI chip supply agreements with Samsung, SK Group, Hyundai Motor Group and Naver, with details yet to be publicly released.
- Huang said there will be “great” news for South Korea this week and indicated the announcement would come from President Lee, with Nvidia outlining its collaboration vision at the APEC CEO Summit in Gyeongju.
- Hyundai Motor and Nvidia previously announced a broad mobility partnership in January covering software-defined vehicles, robotics, autonomous driving and related technologies.