Industry

AI-driven component stocks stay firm despite memory swings

Samsung Electronics and SK Hynix have shown sharp volatility in South Korean trading, but Samsung Electro-Mechanics and LG Innotek have been less affected, as component demand is seen as separate from memory-price moves. Concerns rose after reports that memory content for Nvidia’s next-generation Vera CPU could be reduced, but the industry view is that the change reflects supply constraints rather than weaker demand. Long-term supply agreements are also spreading.

Industry

Jensen Huang charts AI cooperation map in South Korea over four days

Nvidia CEO Jensen Huang (황젠슨) used a four-day visit to South Korea to map cooperation across the country’s AI value chain, spanning memory chips, foundries, data centres, AI models and robotics. He met executives from SK, Samsung Electronics, Hyundai Motor Group, Naver and LG Electronics, and hosted a reception bringing together 18 companies. Talks covered generative and sovereign AI, chip infrastructure, overseas expansion and startup cooperation, the report said.