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.
