Nvidia(US:NVDA) 半导体芯闻·2025-10-31 10:18Core Viewpoint - Nvidia's CEO Jensen Huang announced the supply of 260,000 GPUs to South Korea, enhancing the AI alliance between Nvidia and the South Korean government and companies, which is expected to accelerate AI development in the country [2][3]. Group 1: Nvidia's GPU Supply - Nvidia plans to supply 260,000 GPUs to the South Korean government and major companies, including Samsung, SK Group, Hyundai, and Naver, significantly increasing the current GPU stock in South Korea [2][3]. - The total value of this GPU supply is estimated to be between $7.8 billion and $10.4 billion, considering the price range of the latest GPU model, Blackwell B200, which is between $30,000 and $40,000 [2]. Group 2: AI Development in South Korea - The GPUs will be utilized to integrate AI technology into various sectors, including semiconductors, automotive, robotics, and autonomous driving, aiming to create "AI factories" [3]. - South Korea aims to focus on vertical AI capabilities in manufacturing rather than general-purpose AI models like ChatGPT, to catch up with the US and China in the AI field [3]. Group 3: Impact on Local Companies - Samsung plans to introduce over 50,000 Nvidia GPUs in the coming years to enhance its semiconductor manufacturing processes, aiming to create the world's largest and most advanced "semiconductor AI factory" [5][6]. - SK Group is developing a "manufacturing AI cloud" and is working on a 100 MW AI data center project, while SK Hynix is applying AI in semiconductor design and digital twin technology [6]. - Hyundai Motor Group is investing approximately $3 billion to develop AI models for vehicles and autonomous driving, collaborating with Nvidia and the South Korean government [7]. Group 4: AI Infrastructure and Collaboration - The South Korean government will use 50,000 GPUs to develop independent AI models and establish a national AI computing center, enabling access for universities, research institutions, and startups [5][9]. - Naver is expanding its AI infrastructure to develop a Korean language-specific large language model and is collaborating with Nvidia to create a next-generation "physical AI" platform [7]. - LG Electronics is also partnering with Nvidia to innovate in physical AI and digital twin technologies, aiming to develop smart factory solutions [7]. Group 5: HBM Supply and Future Prospects - The increase in GPU shipments is expected to benefit local HBM (High Bandwidth Memory) suppliers, with SK Hynix and Samsung being key players in the HBM market [9]. - Nvidia is collaborating with Samsung on HBM3E and HBM4, with expectations of Samsung playing a crucial role in the HBM4 supply chain [9].