黄仁勋现身首尔 一切话题围绕HBM、2nm制程以及自动驾驶

Core Insights - Nvidia's CEO Jensen Huang's visit to South Korea highlights the deepening collaboration between Nvidia and major Korean companies like Samsung and Hyundai in AI technology [1][6] - The discussions focused on advanced technologies such as HBM storage systems, cutting-edge chip processes, and fully autonomous driving systems, which are expected to significantly contribute to Nvidia's growth [1][6] - Nvidia's market capitalization has surpassed $5 trillion, making it the first company to reach this milestone, driven by strong performance expectations in its data center business [2][3] Group 1: Collaboration with Korean Companies - Huang's meetings with Samsung and Hyundai's leadership emphasize the importance of HBM3E storage systems and future 2nm AI chip manufacturing for Nvidia's growth [1][6] - The partnership with Hyundai aims to enhance fully autonomous driving systems and humanoid robots, positioning Nvidia's automotive and robotics business as a key growth area [1][6][8] - Samsung's 12-layer HBM3E has received Nvidia's quality certification, which will alleviate supply constraints and support the expansion of Nvidia's AI GPU capabilities [7][8] Group 2: Market Dynamics and AI Infrastructure - The global demand for high-performance storage products has surged, with significant price increases in DRAM and NAND, reinforcing the bullish narrative for AI infrastructure [3][7] - Nvidia's transition from a chip design company to a comprehensive AI technology platform is underscored by its commitment to developing a full-stack infrastructure for AI applications [2][6] - The collaboration with Samsung on advanced packaging and potential 2nm AI chips is expected to enhance Nvidia's supply chain resilience and diversify its manufacturing locations [8] Group 3: Future Prospects and Strategic Vision - Huang expressed confidence in Nvidia's expansion in the Chinese market and the optimistic outcomes of recent US-China talks [2] - The upcoming announcements regarding collaborations with Korean partners are anticipated to be significant, potentially impacting both the US and Korean markets positively [5][6] - Nvidia's strategy includes leveraging its AI GPU architecture and software ecosystem to solidify its position as a leader in the AI era [6][8]