In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT
Nvidia CEO Jensen Huang delivers remarks next to U.S. President Donald Trump at an 'Investing in America' event in Washington, D.C., on April 30, 2025. Leah Millis | Reuters
Nvidia CEO Jensen Huang is headed to South Korea, one of the company's most important markets, ahead of meeting there between U.S. President Donald Trump and his Chinese counterpart Xi Jinping. For Huang, it's expected to be a trip that mixes business and politics with a meeting with Trump on the cards as well as execs from South Korea's biggest firms such as Samsung and SK Group. Market watchers will also be looking out for clues as to Nvidia's future in China. Here's what might happen this week with Nvidia.
Nvidia's key suppliers
South Korea is home to one of Nvidia's most important suppliers: SK Hynix. The company develops so-called high-bandwith memory, or HBM, a specific type of semiconductor that goes into Nvidia's high-end AI systems. Among the execs that Huang is expected to meet is SK Group Chairman Chey Tae-won, Yonhap reported. SK Group is SK Hynix's parent company. The meeting could be a chance to discuss future HBM development. Rival Samsung also develops HBM but its product has not been certified by Nvidia for use. A discussion about the progress on Samsung's HBM could be on the cards as Huang said Tuesday he would meet with the company.
Infrastructure and business deals
Huang has been on a world tour this year visiting countries in the Middle East, Europe and Asia. More often than not, Nvidia has announced infrastructure deals during these trips, outlining how the tech giant will supply its coveted graphics processing unit-based products to data center projects. On the sidelines of the Nvidia developers' conference held in Washington on Tuesday, Huang said his company is partnering with with Samsung and autoamker Hyundai "in many ways" including investing in "AI factories" — a term used to describe data centers. SK Telecom, another subsidiary of SK Group, is currently building data centers in South Korea. Nvidia is planning to supply its chips to SK Group, Bloomberg reported, citing people familiar with the matter. Other areas where Nvidia may announce plans could be driverless cars and robotics, a major area of focus for South Korea's tech industry.
Trump meeting and China