공포의 장세 속 빛난 젠슨 황의 확신: AI 인프라의 시대와 한국 반도체의 기회 > K-wave Trends

CEO Jensen Huang's visit to Korea is more than just a meeting between companies, it is a symbolic event that shows how the core ecosystem of the AI ​​industry is being reorganized. In a joint press conference with SK Group Chairman Chey Tae-won, he reaffirmed that SK Hynix is ​​NVIDIA's most important memory partner and praised the current AI industry, saying that without the cooperation between the two companies, the current AI industry would never have achieved such amazing achievements. In fact, NVIDIA procures billions of dollars worth of memory products from SK Hynix every year, and has predicted that this purchase will grow exponentially in the future. This is interpreted as going beyond a simple supplier relationship and solidifying the bond as a community destined to overcome the huge technological wave called AI together.

The most striking aspect of this meeting is the materialization of the 'AI Factory' strategy envisioned by both companies. Chairman Choi Tae-won expressed his ambition to upgrade the existing memory-centered cooperation to a group-wide strategic partnership. AI Factory goes beyond simply supplying semiconductors and refers to a large-scale infrastructure construction project that shares the research and development roadmap to maximize the efficiency of AI data centers and proactively responds to future demand. Through this, the two companies plan to jointly design the infrastructure that forms the basis of the AI ​​industry and continue close R&D cooperation to secure an overwhelming technological advantage in the global market. This suggests that the future growth engine of SK Group, which has secured a strong ally in NVIDIA even in a changing market environment, has become stronger.

Jensen Huang's bold perspective on the stock market's plunge resonates deeply with investors. Rather than gloating over temporary fluctuations in the market, he ordered us to focus on the macro perspective that AI will become a core infrastructure around the world, just like the Internet did in the past. His theory is that the current stock price correction is paradoxically an opportunity to buy blue chip stocks at a low price. These remarks have even greater weight in that they were made at a time when fear was at its peak, with the Philadelphia semiconductor index plummeting by more than 10% and domestic semiconductor stocks hitting intraday lows due to concerns about an interest rate hike following favorable employment indicators in the United States.

Meanwhile, the stock market's analysis focusing on the undervalued appeal of Samsung C&T, another axis of the semiconductor ecosystem, is also gaining persuasiveness. Hana Securities raised its target stock price, pointing out that Samsung C&T's valuation does not properly reflect the value of its current stakes in affiliates such as Samsung Electronics and Samsung Life Insurance. In particular, the value of the construction and bio sectors, which are responsible for Samsung Electronics' semiconductor fab construction project and are driving performance growth, are solid enough to dispel excessive concerns in the market. Various momentums scheduled for the second half of the year, such as nuclear power plant orders and eco-friendly energy projects, provide sufficient grounds for Samsung C&T to be re-evaluated as a future growth company beyond a simple holding company.

In the end, the key point is that the current market weakness is only a short-term phenomenon caused by macroeconomic uncertainty, and there is no change in the fundamental growth trajectory of the AI ​​industry. The collaboration between NVIDIA and SK Hynix clearly demonstrates how technological progress drives the industrial ecosystem and creates added value. The market may be shaken by short-term interest rate volatility, but the intrinsic value of companies riding the huge trend of AI infrastructure will be proven over time. Therefore, rather than being swept away by fear and missing the essence, it is time for investors to cool-headedly judge the future value of technology and establish a response strategy from a long-term perspective, as Jensen Huang mentioned.