Lee Jae-yong to Meet Jensen Huang by Late July, Samsung Accelerates Push for Nvidia AI Supply Chain, Samsung Shares Rise Over 5%

TradingKey - According to market sources, Samsung Electronics Chairman Jay Y. Lee hopes to meet with Nvidia ( NVDA) CEO Jensen Huang, and the two sides may discuss cooperation in the AI chip supply chain, high-bandwidth memory (HBM), advanced packaging, and AI factories. If the meeting takes place, it will be viewed by the market as an important signal of Samsung Electronics' further efforts to secure orders in Nvidia's core supply chain.

Against the backdrop of explosive global demand for AI computing power, Nvidia has become one of the most critical customers in the HBM and advanced memory markets. Compared with SK Hynix, which has established a deeper partnership with Nvidia in the HBM field, Samsung's progress in the AI memory supply chain has been under relative pressure over the past period. The market is generally watching whether Samsung can accelerate its passage of Nvidia's certification and secure a larger share in the next-generation AI chip platforms.

Jay Y. Lee's proactive move to seek a meeting with Jensen Huang shows that Samsung is trying to drive the recovery of its AI semiconductor business from the very top level of the conglomerate. For Samsung, securing Nvidia orders is not only related to HBM shipments but also to the overall competitiveness of its memory, foundry, advanced packaging, and AI manufacturing solutions. If the two sides send clearer signals of cooperation, the potential for a valuation recovery for Samsung in the AI memory chain may open up further.

However, details of the meeting have not yet been officially confirmed by both sides, and investors still need to watch Samsung's HBM product certification progress, mass production pace, and Nvidia's actual purchasing arrangements. In the short term, this news is expected to boost market expectations for Samsung's AI semiconductor business; in the medium to long term, whether Samsung can truly narrow the gap with SK Hynix still depends on product performance, yield rates, and customer volume ramp-up, increasing the stock price volatility of Samsung and SK Hynix.

Stimulated by the news, Samsung's stock price today performed significantly stronger than that of SK Hynix, with Samsung's shares rising over 5% intraday, while SK Hynix once turned lower intraday.