{"id":49686,"date":"2026-06-08T11:35:20","date_gmt":"2026-06-08T11:35:20","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2026\/06\/08\/nvidias-5-korea-deals-explained-what-sk-hynix-naver-and-lg-gain\/"},"modified":"2026-06-08T11:35:20","modified_gmt":"2026-06-08T11:35:20","slug":"nvidias-5-korea-deals-explained-what-sk-hynix-naver-and-lg-gain","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2026\/06\/08\/nvidias-5-korea-deals-explained-what-sk-hynix-naver-and-lg-gain\/","title":{"rendered":"Nvidia\u2019s 5 Korea deals explained: what SK Hynix, Naver and LG gain"},"content":{"rendered":"
<\/div>\n

Nvidia has deepened its South Korea push with a series of deals that show how central the country has become to the next phase of the AI boom.<\/p>\n

The agreements, announced during Jensen Huang\u2019s high-profile visit to Seoul, bring Nvidia closer to SK Hynix, SK Telecom, Naver, Doosan Group and LG Group.<\/p>\n

The strategy seems ambitious as Nvidia is trying to secure advanced memory supply, expand demand for AI data centres, and position South Korea as a hub for \u201cphysical AI\u201d across robots, factories and cloud infrastructure.<\/p>\n

The deals came on the day South Korean markets are facing one of the worst routs, with the KOSPI index falling more than 8%.<\/a><\/p>\n

SK Hynix gets deeper into Nvidia\u2019s AI supply chain<\/h2>\n

SK Hynix is the clearest immediate winner from Nvidia\u2019s Korea push.<\/p>\n

The memory-chip maker signed a multi-year technology partnership with Nvidia to develop advanced memory for global AI data centres.<\/p>\n

Huang said SK Hynix had been Nvidia\u2019s largest memory partner and would continue to hold that role.<\/p>\n

He also said Nvidia already buys \u201cbillions of dollars\u201d from SK Hynix each year, and that this spending would grow substantially.<\/p>\n

That matters because the AI trade depends heavily on high-bandwidth memory, not just graphics processors.<\/p>\n

Nvidia designs the chips that power AI models, but those chips need fast, specialised memory to work efficiently in data centres.<\/p>\n

SK Hynix has already become a key supplier in that market, helped by strong demand for HBM used in Nvidia\u2019s AI systems.<\/p>\n

Ryu Young-ho, senior analyst at NH Investment & Securities, said the SK Hynix-Nvidia partnership reinforced the view that memory chips were evolving from a commodity product into a more customer-specific business.<\/p>\n

Naver and SK Telecom get an AI-factory roadmap<\/h2>\n

Nvidia\u2019s Korea strategy is also about infrastructure as the company wants local partners to build the systems that train, run and commercialise AI models.<\/p>\n

Naver plans to use Nvidia technology to expand its Gak Sejong data centre, starting with 55 megawatts by early 2027.<\/p>\n

It then aims to grow capacity overseas toward the gigawatt scale.<\/p>\n

For Naver, the deal could strengthen its cloud business, generative AI services, search products and sovereign AI ambitions.<\/p>\n

The company is also joining Nvidia\u2019s Nemotron Alliance to advance its HyperCLOVA X large language model.<\/p>\n

SK Telecom gets a similar infrastructure route. The telecom operator will build a gigawatt-scale AI cloud in South Korea using Nvidia technology, with its first AI data centre expected to come online in 2027.<\/p>\n

LG and Doosan show Nvidia\u2019s Korea bet goes beyond chips<\/h2>\n

The LG and Doosan tie-ups show that Nvidia\u2019s Korea strategy is not limited to memory and cloud.<\/p>\n

Huang said Nvidia is working with LG Group on humanoid robots and future data-centre architecture<\/a>.<\/p>\n

The partnership includes motor technology and mechanical systems, which link directly to Huang\u2019s broader view that robotics could become one of South Korea\u2019s next major growth areas.<\/p>\n

Korea has the manufacturing base, electronics expertise and industrial depth needed to turn physical AI into real products.<\/p>\n

LG also gives Nvidia a route into the harder parts of AI infrastructure, as future data centres will need better cooling, power delivery and mechanical design as computing loads rise.<\/p>\n

Doosan\u2019s role is different but still strategic.<\/p>\n

The company will use Nvidia technology and supply materials used in Nvidia\u2019s high-performance Blackwell chips.<\/p>\n

That places the industrial group closer to the physical supply chain behind AI hardware.<\/p>\n

The market reaction shows why investors should separate the long-term story from the short-term trade. Korean chip stocks came under heavy pressure during the broader global tech selloff, even as Nvidia was announcing positive agreements in Seoul.<\/p>\n

That suggests investors remain worried about stretched AI valuations and rate-sensitive growth stocks.<\/p>\n

The post Nvidia\u2019s 5 Korea deals explained: what SK Hynix, Naver and LG gain<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Nvidia has deepened its South Korea push with a series of deals that show how central the country has become to the next phase of the AI boom. The agreements, announced during Jensen Huang\u2019s high-profile visit to Seoul, bring Nvidia closer to SK Hynix, SK Telecom, Naver, Doosan Group and LG Group. The strategy seems <\/p>\n","protected":false},"author":1,"featured_media":49687,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-49686","post","type-post","status-publish","format-standard","has-post-thumbnail","category-investing"],"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/49686","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=49686"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/49686\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/49687"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=49686"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=49686"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=49686"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}