Nvidia CEO Jensen Huang is scheduled to meet with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won in New York on September 28. The meeting follows a previous gathering of the three executives two months ago.
The discussions are expected to focus on the supply of high-bandwidth memory (HBM) for AI accelerators. Samsung and SK Hynix are currently the primary memory suppliers for Nvidia, and both companies are working on long-term development for next-generation HBM4E and HBM5 technologies.
Beyond memory supply, the meeting may address broader cooperation in AI infrastructure. Nvidia is expanding its ecosystem in data centers and AI factories, while Samsung and SK are leveraging their semiconductor expertise to grow their own AI infrastructure and data center operations.
While specific agenda items remain undisclosed, industry observers anticipate that the talks will cover Nvidia's future AI semiconductor roadmap and strategic memory supply partnerships. The executives are attending the Korea Society's annual gala in New York.
