(LEAD) Nvidia chief, SK Group Chey meet in Taipei to discuss AI memory chip cooperation

Lead

Nvidia CEO Jensen Huang met with SK Group Chairman Chey Tae-won in Taipei to discuss future cooperation in artificial intelligence (AI) memory, according to SK Group as reported by Yonhap News. The meeting took place on the sidelines of Computex, one of Asia's largest technology trade shows, where both executives were attending. The discussions come ahead of Huang's scheduled visit to South Korea later this week, which will include meetings with senior figures from the country's largest conglomerates as well as robotics and AI startups.

The Taipei meeting was confirmed by SK Group in a post on its Facebook account, as reported by Yonhap. The post noted that with SK hynix reaching a US$1 trillion market capitalization, the executives met to share the significance of the milestone and to reaffirm their commitment to collaboration in AI memory and AI infrastructure. Yonhap's report quoted the post as saying the gathering provided an opportunity to reflect on the achievements the two companies have made together in AI memory.

Coverage Comparison

The most detailed coverage comes from Yonhap News, which reported on the Taipei meeting, the expected schedule of Huang's South Korea visit, and the range of topics likely to be discussed. A report from Dawn, a Pakistani English-language daily, provided additional context on the significance of the visit, describing Huang's itinerary as including a baseball game first pitch and a TV talk show appearance—details not mentioned in the Yonhap reports. Dawn also highlighted that Samsung Electronics and SK Hynix together make about 70 percent of the memory needed for AI chips, a figure not repeated in the wire service coverage.

One minor discrepancy exists regarding the start of Huang's South Korea trip. An early Yonhap report from June 2 said the trip was expected to begin Thursday night, while a later Yonhap report from June 4 states Huang is scheduled to arrive at Gimpo International Airport aboard his private jet on Friday afternoon. The later report appears to be the most current and detailed, so it is used here for the schedule.

Key Claims

• Jensen Huang met with SK Group Chairman Chey Tae-won in Taipei, as reported by Yonhap citing SK Group's Facebook post.
• The meeting discussed future cooperation in AI memory, with SK Group noting the significance of SK hynix's US$1 trillion market capitalization, per Yonhap.
• Huang is scheduled to arrive at Gimpo International Airport in western Seoul aboard his private jet on Friday afternoon for a four-day visit, according to industry sources cited by Yonhap.
• On Friday evening, he is expected to have dinner with SK Group Chairman Chey Tae-won, Hyundai Motor Group Executive Chair Euisun Chung, LG Group Chairman Koo Kwang-mo, and Naver Chairman Lee Hae-jin, per Yonhap's report.
• A meeting with Kim Taek-jin, CEO of the South Korean gaming company NC Corp., is expected on Sunday, according to industry sources cited by Yonhap.
• Discussions during the visit may cover high-bandwidth memory, AI data centers, autonomous driving, robotics, and physical AI—AI integrated with real-world machines and systems—as reported by Yonhap.
• Huang is also expected to meet with leading business figures, gaming industry executives, AI and robotics startups, university researchers, and students, according to Yonhap.
• Dawn reported that Huang will throw the first pitch at a baseball game and appear on a TV talk show during his visit, though this was not confirmed by other sources.

Perspectives

From a business perspective, the visit is seen as a natural deepening of ties between Nvidia's AI ambitions and South Korea's technological strengths, with South Korea also acting as a major customer. The Dawn report quotes Jeff Kim, an analyst at Seoul-based KB Securities, as saying that "Nvidia's dependence on South Korean suppliers is rising" and that South Korea is emerging as a "perfect testbed" for physical AI. Dawn also noted that Nvidia announced in October it would supply more than 260,000 of its most advanced AI chips to the South Korean government and some of the country's biggest businesses.

South Korean policy goals provide additional context. Dawn reported that President Lee Jae-myung has made AI investment a top policy priority, aiming to turn South Korea into one of the world's top three AI powers, amid a broader push to counter the economic impact of a shrinking population.

The Yonhap reports emphasized the potential for cooperation to move beyond semiconductors to include robotics and physical AI, a field focused on integrating AI with real-world machines and systems. This aligns with Huang's earlier comments, as reported by Yonhap and Dawn, citing robotics as a potential area for investment in South Korea.

Conclusion

The reports agree on key facts: Huang met with SK Group Chairman Chey in Taipei, and he is scheduled to visit South Korea later this week for meetings with leading conglomerates and researchers. The exact schedule and dinner attendees are consistent across the Yonhap reports, while Dawn provides additional perspective on the strategic importance of the visit. No conflicting facts were found across the sources, aside from the minor timing discrepancy on the start of the visit. The visit underscores the growing interdependence between Nvidia and South Korean technology companies in the AI era.