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

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AuthorAlan Long

Jul 10, 2026 6:29 AM

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Samsung Electronics Chairman Jay Y. Lee is seeking a meeting with Nvidia CEO Jensen Huang to discuss potential collaborations in HBM, advanced packaging, and AI chip supply chains. This strategic outreach underscores Samsung’s push to secure Nvidia’s business and narrow the competitive gap with SK Hynix. While the prospect of a partnership could catalyze a valuation recovery for Samsung’s semiconductor division, actual outcomes hinge on product certification, manufacturing yields, and volume ramp-ups. Investors should monitor these operational milestones, as the ongoing competition between Samsung and SK Hynix remains a significant driver of sector-wide stock price volatility.

AI-generated summary

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.

This content was translated using AI and reviewed for clarity. It is for informational purposes only.

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Disclaimer: The content of this article solely represents the author's personal opinions and does not reflect the official stance of Tradingkey. It should not be considered as investment advice. The article is intended for reference purposes only, and readers should not base any investment decisions solely on its content. Tradingkey bears no responsibility for any trading outcomes resulting from reliance on this article. Furthermore, Tradingkey cannot guarantee the accuracy of the article's content. Before making any investment decisions, it is advisable to consult an independent financial advisor to fully understand the associated risks.

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