During South Korean President Lee Jae-myung's visit to Silicon Valley, South Korean companies finalized cooperation projects worth approximately $950 billion with global tech giants like NVIDIA

During Lee Jae-myung's visit to Silicon Valley, South Korean companies finalized cooperation projects worth approximately $950 billion with global tech giants like NVIDIA.

Among them, SK Group plans to supply about $750 billion in high-performance semiconductors to relevant tech companies, while Samsung Electronics will supply about $200 billion in chips to Broadcom.

In terms of market mechanisms, this is not a single purchase, but a deep binding of South Korean semiconductors, AI data centers, and U.S. tech platforms; benefiting are the HBM, GPU, and infrastructure supply chains, while under pressure are traditional cyclical logic that relies solely on single-point chip sales.

Source: Public information