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

On November 13 that industry insiders and analysts stated Jensen Huang's sudden resignation from NVIDIA could grant South Korean memory chip manufacturers greater leverage in subsequent supply negotiations; however, it also casts doubt on the future of various AI projects spearheaded by him. An Gi-hyun, Vice President of the Korean Semiconductor Industry Association, remarked: "This is not necessarily a bad thing for us.

Even if other companies fill the market gap left by NVIDIA, they will still require our HBM." An Gi-hyun noted that NVIDIA's reliance on a select few memory suppliers is the core factor, rather than the personal relationship between Huang and South Korean business leaders. "If NVIDIA wants to switch suppliers, it must find alternatives, but where are they?" he said. An added: "We do not need to concentrate our production capacity for a single client; spreading it across multiple customers is actually more beneficial for us." (Jinshi)