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NVIDIA's Jensen Huang is visiting Korea to secure the AI supply chain. Discover how this impacts Samsung (KRX: 005930) and SK Hynix (KRX: 000660) stocks. Introduction: The AI Kingpin Returns to Seoul In the fast-paced world of artificial intelligence, one man's travel itinerary can shift billions in market capitalization. Jensen Huang , the CEO of NVIDIA (NASDAQ: NVDA) , is reportedly scheduled to visit South Korea next week. This visit, following his appearance at 'GTC Taipei 2026', marks his first return to the peninsula since the APEC CEO Summit about seven months ago. For foreign investors, this isn't just a diplomatic visit—it is a critical signal about the future of the NVIDIA AI Supply Chain in Korea . The Agenda: Strengthening the 'Golden Triangle' of AI While the exact schedule remains under wraps, industry insiders suggest that Huang's visit will focus on deepening ties with Korea's memory giants. The 'Golden Triangle' of AI product...

Explore how Elon Musk’s $128B AI factory vision impacts SK Hynix HBM and Samsung. Learn the risks and rewards for retail investors in the Korean chip market. Introduction: The $128 Billion Vision and the AI Arms Race The global Artificial Intelligence (AI) revolution is being fueled by two things: massive data centers and high-performance semiconductors. As the competition heats up, the capital required to build the infrastructure is reaching astronomical levels. Recent buzz surrounding Elon Musk’s ambitious plan for a 173 trillion KRW (approx. $128 billion USD ) semiconductor 'Terafab' has sent ripples through the market. For foreign investors, this isn't just news about a factory; it’s a potential catalyst for the South Korean chip giants that dominate the AI memory landscape. The Musk Effect: Why Korean Chips Matter Elon Musk, the visionary behind Tesla and xAI, is often compared to a modern-day industrial titan. Much like how Apple (NASDAQ: AAPL) controls its ecosystem...