Jen‑Hsun Huang's abrupt resignation from NVIDIA may increase Korean memory makers' leverage in upcoming HBM supply negotiations while creating uncertainty around AI projects he personally championed. The vice chairman of the Korea Semiconductor Industry Association said the shift could benefit suppliers: even if other firms step into NVIDIA's market share, those firms will still require HBM. He added NVIDIA's dependence on a small number of memory vendors is the core risk—finding replacement sup

Jen‑Hsun Huang's abrupt resignation from NVIDIA may increase Korean memory makers' leverage in upcoming HBM supply negotiations while creating uncertainty around AI projects he personally championed. The vice chairman of the Korea Semiconductor Industry Association said the shift could benefit suppliers: even if other firms step into NVIDIA's market share, those firms will still require HBM. He added NVIDIA's dependence on a small number of memory vendors is the core risk—finding replacement suppliers is not straightforward—and Korean producers can spread capacity across multiple customers instead of concentrating on a single client, which would be advantageous.