Samsung and SK Hynix Chiefs Head to New York to Meet Nvidia's Jensen Huang
nashnova research
Samsung chairman Lee Jae-yong and SK Group chairman Chey Tae-won will travel to New York by late September to meet Nvidia CEO Jensen Huang — against a backdrop of sustained U.S. pressure on Korean chipmakers to expand stateside investment.
Who is meeting whom, and when?
Samsung Electronics chairman Lee Jae-yong and SK Group chairman Chey Tae-won plan to visit New York by late September 2026.
They will meet Nvidia CEO Jensen Huang — per Digitimes, this is a repeat meeting.
This means → the top decision-makers of Korea's two memory-chip giants are traveling together — the highest possible level of engagement.
Why this timing?
The U.S. government is actively pressuring Korean companies to increase investment on American soil.
In plain terms = Washington wants Samsung and SK Hynix to put more capacity and more capital inside the United States.
This reflects an unrelenting — and escalating — political push to "de-risk" the semiconductor supply chain.
How much do we actually know?
The specific agenda and potential deal terms have not been publicly disclosed.
This means → right now, the trip and its broad context are confirmed; what gets discussed, and what gets agreed, remain unknown.
The timing is notable: late September sits at the U.S. fiscal-year end and a period of intensive industrial-policy activity.
市场有风险，内容仅供研究参考，不构成投资建议。