英伟达对韩国的半导体供应将增至5倍

Group 1 - Nvidia announced a partnership with South Korean companies to supply over 260,000 advanced AI semiconductors, specifically the "Blackwell" chips, increasing the total supply to approximately 300,000 units over the next few years [2][3] - The CEO of Nvidia, Jensen Huang, emphasized the company's commitment to supporting South Korea's efforts in becoming a leader in AI technology during a speech at the APEC Business Leaders Summit [2] - Nvidia's supply to South Korean companies includes 50,000 units each to Samsung, SK Group, and Hyundai Motor Group, 60,000 units to Naver, and 50,000 units to the South Korean government [2] Group 2 - The "Blackwell" chips are currently deployed in approximately 65,000 units in South Korea and are expected to enhance research and production efficiency in AI factories established by SK and Samsung [3] - Nvidia's business in China has been struggling due to U.S. export controls, leading to a focus on expanding partnerships in other regions, including Japan and Europe [3] - Samsung announced readiness to mass-produce and ship its latest HBM4 products to Nvidia, aiming to catch up with SK Group in HBM supply [4] Group 3 - Nvidia's market capitalization surpassed $5 trillion for the first time as of October 29, benefiting from strong performance alongside its suppliers, SK and Samsung [4] - There are concerns regarding the potential bubble in the AI market, as increased dependency on Nvidia could pose risks to the operational stability of South Korean companies [4]