Nvidia CEO Jensen Huang meets SK Group chief to deepen AI memory chip ties

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Nvidia CEO Jensen Huang meets SK Group chief to deepen AI memory chip ties

Synopsis

Jensen Huang's Taipei meeting with SK Group's chairman was more than a courtesy call — it marked SK Hynix crossing a US$1 trillion market cap milestone built largely on AI memory demand that Nvidia helped create. With Seoul meetings lined up across Samsung, LG, Hyundai, and Naver, Huang's Korea tour signals that Nvidia's ambitions in the region are expanding from chips into robotics and physical AI.

Key Takeaways

Nvidia CEO Jensen Huang met SK Group Chairman Chey Tae-won in Taipei on the sidelines of Computex 2025 .
The meeting marked SK Hynix reaching a market capitalisation of US$1 trillion , driven in large part by AI memory demand.
Huang's Seoul visit begins Thursday night, with meetings planned with heads of LG , Hyundai Motor Group , Naver , and NC Corp.
A closed-door session with AI and robotics startups, including Upstage , is planned for Monday in Seoul.
Industry observers say talks could broaden to cover robotics and physical AI , beyond semiconductor cooperation.

Nvidia chief executive Jensen Huang met with SK Group Chairman Chey Tae-won in Taipei on the sidelines of Computex 2025 to discuss the future of artificial intelligence memory cooperation, as the two companies look to build on an already significant partnership in AI infrastructure.

What the Meeting Covered

According to a post on SK Group's official Facebook account, the meeting was partly convened to mark a landmark moment: SK Hynix reaching a market capitalisation of US$1 trillion. The executives used the occasion to reflect on joint achievements in AI memory and, according to the post, to 'reaffirm their commitment to opening a new chapter in AI infrastructure.'

Both Huang and Chey were already in the Taiwanese capital attending Computex, one of Asia's largest technology trade shows, making the bilateral sit-down a natural extension of the event's broader agenda.

Seoul Visit and Planned Meetings

Huang's Taipei engagements are a prelude to a high-profile visit to South Korea, expected to begin Thursday night. On Friday, he is scheduled to hold a series of meetings with the heads of major South Korean conglomerates, according to industry sources.

Among those expected to attend are SK Group Chairman Chey Tae-won, LG Group Chairman Koo Kwang-mo, and Lee Hae-jin, founder and chairman of Naver's board. Hyundai Motor Group Executive Chair Euisun Chung is also reportedly considering joining the discussions. Kim Taek-jin, CEO of South Korean gaming company NC Corp., is expected to meet Huang on Sunday.

A closed-door session with local robotics and AI startups — including Upstage, a contender in a government-led competition for a homegrown AI foundation model — is said to be planned for the following Monday in Seoul.

Beyond Chips: Robotics and Physical AI on the Agenda

Business observers note that the upcoming Seoul talks could expand well beyond AI semiconductor cooperation. Huang had earlier cited robotics as a potential area for investment in South Korea ahead of his visit. Industry watchers say the discussions are likely to touch on physical AI — an emerging field focused on integrating AI with real-world machines and systems — signalling a broader strategic ambition for Nvidia in the region.

Public Excitement and Huang's Previous Seoul Visit

Huang's visit has already generated notable public interest in South Korea. An individual identified only as 'Jun' reportedly created an online map tracking his possible movements and related news reports, which drew attention online ahead of the trip.

This comes amid memories of Huang's previous Seoul visit in October, during the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju, when he joined Samsung Electronics Chairman Lee Jae-yong and Hyundai's Chung for a late-night meal of Korean fried chicken and beer — the popular combination known as 'chimaek' — a moment that captured widespread public attention.

With AI memory demand surging and physical AI emerging as the next frontier, Huang's Korea tour is shaping up as one of the most consequential technology diplomacy visits to the peninsula in recent years.

Point of View

And the US$1 trillion milestone is a direct consequence of that dependency. The pivot toward robotics and physical AI in the Seoul agenda is the more consequential signal: Nvidia is no longer just selling chips to Korean conglomerates, it is positioning itself as the platform layer for their next industrial cycle. Whether Korea's chaebols can negotiate genuine co-development terms — rather than remaining downstream hardware suppliers — will define the real outcome of these meetings.
NationPress
18 Jul 2026

Frequently Asked Questions

Why did Jensen Huang meet SK Group Chairman Chey Tae-won in Taipei?
The two executives met in Taipei on the sidelines of Computex 2025 to discuss the future of AI memory cooperation and to mark SK Hynix crossing a US$1 trillion market capitalisation milestone. The meeting also served to reaffirm both companies' commitment to advancing AI infrastructure together.
What is Jensen Huang's schedule in South Korea?
Huang's Seoul visit is expected to begin Thursday night. On Friday, he is scheduled to meet the heads of major South Korean conglomerates including SK Group, LG Group, Naver, and possibly Hyundai Motor Group. A separate meeting with NC Corp.'s CEO is planned for Sunday, and a closed-door session with AI and robotics startups is reportedly set for the following Monday.
What is physical AI and why is it relevant to Huang's Korea visit?
Physical AI refers to the integration of artificial intelligence with real-world machines and systems, such as robots and autonomous hardware. Industry observers say Huang's Seoul meetings are expected to move beyond semiconductor deals into this emerging field, reflecting Nvidia's broader ambition to become a platform for industrial AI applications.
Which South Korean startup is linked to Huang's Seoul visit?
Upstage, a South Korean AI company competing in a government-led contest to develop a homegrown AI foundation model, is among the startups expected to participate in a closed-door session with Huang in Seoul on Monday.
How significant is SK Hynix's US$1 trillion market cap milestone?
SK Hynix reaching a US$1 trillion market capitalisation is a landmark for the South Korean chipmaker and reflects surging global demand for high-bandwidth memory (HBM) chips used in AI systems. Nvidia is a key customer, making the milestone a direct reflection of the two companies' deepening partnership in AI memory.
Nation Press
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