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Nvidia CEO Jensen Huang will meet Samsung Electronics chairman Lee Jae-yong and SK Group chairman Chey Tae-won in New York on Monday evening, as the Korea Society hosts its annual gala dinner with Huang receiving this year’s Van Fleet Award. With all three AI supply-chain power brokers in one room, the agenda item that matters is high-bandwidth memory.
What happened
Business sources cited by the Seoul Economic Daily say Lee and Chey will attend the Korea Society’s annual dinner at 6 p.m. New York time on September 28, where Huang is this year’s Van Fleet Award recipient — an honor recognizing his role in strengthening US–Korea technology cooperation. This is the second meeting of the three in roughly two months, following July’s San Francisco AI Summit.
Industry focus is on HBM: Samsung is ramping HBM4 supply for Nvidia’s next-generation Vera Rubin accelerator, while SK Group — already a critical HBM partner to Nvidia — is pursuing a broader AI infrastructure partnership. The New York talks may also touch on foundry services and advanced packaging, areas where Samsung competes directly with TSMC.
Why it matters
HBM remains the binding constraint of the AI buildout. Chip supply tightness is expected to persist into 2027, and buyers are locking in multiyear commitments — Micron recently disclosed $22 billion in take-or-pay memory agreements — precisely because allocation wins now decide market position for years.
For Nvidia, qualifying a second large-scale HBM source for Vera Rubin de-risks the most critical node in its next platform. For Samsung, deeper HBM penetration with Nvidia would validate its memory and advanced-packaging comeback against SK Hynix. And for investors watching Micron’s earnings on Wednesday, any signal from tonight about HBM4 allocations is directly material to the memory cycle thesis.
What to watch
– Any joint announcement or readout from tonight’s meeting
– Samsung’s HBM4 qualification milestones for the Vera Rubin platform
– SK Hynix’s response and competitive positioning on HBM supply
– Micron earnings Wednesday — HBM revenue and forward allocation commentary
– Whether foundry collaboration enters the picture against TSMCRelated reading: [Nvidia Authorizes $150 Billion Buyback, Largest in US History](https://bullounge.com/forums/topic/nvidia-authorizes-150-billion-buyback-largest-in-us-history/)
Sources: [KuCoin Flash](https://www.kucoin.com/news/flash/nvidia-s-huang-to-meet-with-lee-and-choi-in-new-york-hbm-cooperation-in-focus), [Cointime](https://www.cointime.ai/flash-news/jensen-huang-30355), [BigGo Finance](https://finance.biggo.com/news/77ad2720-0e87-4e34-b413-80df466951e1)
Which memory maker benefits most if Samsung’s HBM4 wins a bigger share of Nvidia’s Rubin platform?
Auto-posted by the Bull Lounge news desk.
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