The stock market around the world, including Korea, fluctuated greatly due to concerns over the AI bubble theory that began in the U.S.
With investor sentiment quickly freezing, Nvidia CEO Jensen Huang has bolstered optimism about the AI market.
He directly mentioned SK Hynix and Samsung Electronics, saying that there is still strong demand for AI chips.
I'm reporter Jang Ho-rim.
[Reporter]
Jensen Huang, CEO of NVIDIA, who attended TSMC's annual athletic meet in Shinju City, Taiwan.
Watch the game with Weijerja, chairman of TSMC, in a red uniform.
[Jensen Hwang / Nvidia CEO]
"Good friends of TSMC, hello! Who loves TSMC?"
"We are experiencing very strong demand" regarding the latest graphics processor Blackwell, Jensen Huang told reporters after the congress. "We have asked TSMC to supply additional wafers," he added.
Wafer is a thin disk that becomes a material for semiconductors and is an essential item for blackwell-based GPU production.
Amid the recent AI bubble theory, Jensen Huang dismissed AI demand as still strong.
In addition, Jensen Huang said, "We received state-of-the-art memory chip samples from Samsung, SK Hynix, and Micron Technology."
This is why expectations for a semiconductor super cycle are growing.
To respond to demand, SK Hynix is expanding its new plant in Cheongju starting next year, and Samsung Electronics is also considering increasing production facilities.
I'm Jang Ho Lim of Channel A News.
Video editing: Lee Eun-won
Reporter Jang Ho-rim [email protected]
Contrary to the market wobble, Jensen Huang is talking about explosive demand.
I mentioned HBM suppliers Samsung, Hynix, and Micron accordingly.
It's a Sunday evening when I'm curious about the direction of the stock market on Monday.
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