Insiders: After Jensen Huang's departure, the South Korean memory manufacturer HBM's negotiating power has increased

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; meanwhile, the future direction of various AI projects personally promoted by him is now in question. An Ki-hyun, Vice President of the Korea Semiconductor Industry Association, stated in an interview that this event may not be a bad thing for South Korean memory manufacturers. Even if other companies fill the market gap left by Nvidia, these companies will still need HBM from South Korean manufacturers.

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. He stated that if Nvidia wants to change suppliers, it must find alternatives, but currently, there are no visible alternative suppliers. An Ki-hyun mentioned that South Korean manufacturers do not need to concentrate their production capacity to supply a single customer; they can diversify their supply to multiple customers, which is more advantageous for them.