Nvidia CEO Jensen Huang attended a \"Korea AI Ecosystem Reception\" on June 8 to wrap up a five-day visit, saying South Korea is unmatched in heavy industry, manufacturing, electronics and AI software and that hundreds of billions of dollars in revenue would flow into the country over the next five years. He urged venture capitalists and the government to support AI startups and highlighted physical AI cooperation. Deputy Prime Minister Bae Kyung-hoon cited plans on next-generation accelerators, GTC Korea and GPU price talks.

Semiconductors, defense, shipbuilding and power equipment are expected to lead South Korea\'s exports in the second half, with simultaneous strength across the four sectors seen absorbing external shocks despite prolonged Middle East tensions and a surge in Strait of Hormuz shipping rates. The Bank of Korea raised its growth outlook and lifted its inflation forecast, citing strong first-quarter growth and an extended semiconductor cycle. Officials also pointed to broader export gains across industries.