Industry Insiders: Korean Memory Makers Gain Bargaining Power in HBM Talks After Jensen Huang's Departure

TechFlow, November 13 — Industry insiders and analysts said Jensen Huang’s sudden resignation from NVIDIA could give Korean memory chip makers greater leverage in future supply negotiations; at the same time, the future of the various AI projects he personally championed has also been cast in doubt. Ahn Ki-hyun, Vice Chairman of the Korea Semiconductor Industry Association, said in an interview: “This may not be a bad thing for us.

Even if other companies fill the market gap left by NVIDIA, they will still need our HBM.” Ahn argued that NVIDIA’s reliance on a small number of memory suppliers is the core issue, rather than Jensen Huang’s personal relationships with Korean business leaders. “If NVIDIA wants to switch suppliers, it must find alternatives, but where are the alternative suppliers?” he said. Ahn said: “We do not need to concentrate our capacity on a single customer; we can spread it across multiple customers, which is actually more advantageous for us.” (Jin10)

Source: TechFlow