Shares of South Korean chipmakers moved higher on Wednesday following confirmation of deeper ties with Nvidia during the latter's GTC developer event.
Market moves
In Seoul trading, Samsung Electronics shares climbed more than 6% to 206,500 won, while SK Hynix rose over 4% to 1,010,000 won. The gains reflected investor optimism after Nvidia presented both firms as key partners in its artificial intelligence hardware supply chain.
What Nvidia announced
Nvidia Chief Executive Jensen Huang said Samsung will manufacture the company’s latest AI inference chips using an advanced 4-nanometre process. That development was framed as supportive of Samsung’s foundry operations, which the article notes have been contending with losses and weaker order flow.
Samsung also introduced a next-generation high-bandwidth memory product named HBM4E. The company positioned HBM4E as a response to rising demand from Nvidia’s forthcoming AI accelerators, at a time when competition in the premium memory segment is intensifying.
SK Hynix response
SK Hynix was highlighted as a leading supplier of HBM chips to Nvidia. The firm reaffirmed its technological leadership in advanced memory and signalled continued capacity expansion to address robust demand for its products.
Implications for sectors
- Semiconductor manufacturing and foundry services may see heightened attention due to Samsung’s role in producing AI inference chips on a 4-nanometre node.
- High-bandwidth memory suppliers and the premium memory market are under focus as Samsung unveils HBM4E and SK Hynix plans capacity increases.
- Investor sentiment toward South Korean memory and foundry companies shifted positive following Nvidia’s announcements.
Notes and limits
The article reports the price moves and the announcements as described at Nvidia’s event. It does not provide additional financial forecasts, time lines for production ramp-ups, or details beyond the statements cited about manufacturing plans, the HBM4E product, or SK Hynix’s capacity intentions.