Industry insiders: After Jensen Huang's departure, South Korean memory manufacturers gain greater bargaining power in HBM negotiations.

November 13 - Industry insiders and analysts have stated that Jensen Huang's sudden resignation from NVIDIA is expected to give South Korean memory chip manufacturers greater leverage in future supply negotiations; however, at the same time, the future direction of various AI projects he personally promoted is now in question.

An 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." An Ki-hyun believes that compared to the personal relationship between Jensen Huang and South Korean business leaders, NVIDIA's reliance on a few memory suppliers is the core issue. "If NVIDIA wants to change suppliers, it must find alternatives, but where are the alternative suppliers? We don't have to concentrate production capacity for a single customer; we can diversify supply to multiple customers, which is actually more beneficial for us."