Nvidia CEO Jensen Huang: "We Will Remain Long-Term Partners with Samsung and SK Through HBM97" [Gyeongju APEC]

"Nvidia Corporation is collaborating with Korean companies on both fifth-generation High Bandwidth Memory (HBM) 3E and sixth-generation HBM4. I am confident that we will remain long-term partners not only for HBM4, but also for HBM5 and HBM97. You should be proud that Korea is at the forefront of memory technology worldwide."
Jensen Huang, CEO of Nvidia Corporation, stressed at the APEC CEO Summit on the 31st at the Gyeongju Arts Center that both Samsung Electronics and SK hynix possess outstanding memory technology.
Huang explained, "One side (SK hynix) is more focused on specific areas of memory, while the other (Samsung Electronics) is more diversified. We are successfully collaborating with both companies and there is no need to choose just one."
Regarding HBM4, which will be used in the next-generation GPU Rubin, Huang stated, "The HBM samples are working excellently, and Rubin will enter production in the second half of next year. We are confident that Rubin will be shipped in the latter half of next year." This suggests that not only SK hynix but also Samsung Electronics will be able to supply HBM4 on schedule.
Additionally, when asked about cooperation with Samsung, Huang said, "Samsung Electronics manufactures all of Nvidia Corporation's application processors (AP) for robotics." When pressed for details about production volume, he briefly replied, "We have a brand called Jetson." NVIDIA Jetson is Nvidia Corporation's robotics chip.


Huang made his first official visit to Korea in 15 years, signing 'big deals' with the government and major domestic companies. Notably, he announced plans to supply 260,000 units of the latest NVIDIA Blackwell architecture GPUs to the Korean government, Samsung, SK, Hyundai Motor, and Naver Corporation.
Huang also met with leaders of major Korean conglomerates. Chey Tae-won was originally scheduled to join a 'chimaek' (chicken and beer) gathering the previous day with Huang, Lee Jae-yong of Samsung Electronics, and Chung Eui-sun of Hyundai Motor, but as the chair of the APEC CEO Summit, he was unable to leave Gyeongju and instead met separately on this day. After Huang's special lecture, the two executives had a 15-minute conversation at the observatory on the fifth floor of the same venue. In a subsequent standing interview, Huang remarked, "Yesterday, one of my three 'brothers' (referring to Chey) had to work and could not attend the chimaek gathering. SK is a very important partner for us and helps us invent AI supercomputers together. AI supercomputers require cutting-edge memory such as HBM."

soup@fnnews.com Im Soo-bin Reporter