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RT NEWS: #AIInfrastructure NVIDIA CEO Jensen Huang: "No company, no people are better at building factories than Koreans." SK Group Chair Chey Tae-won...

What happened

NVIDIA CEO Jensen Huang said: 'No company, no people are better at building factories than Koreans.' SK Group Chair Chey Tae-won said NVIDIA designs the 'brain' while SK builds the memory, and stated an intent to scale 'even faster than GPU demand.' The source does not state the cause; this is a public statement, with no specific investment amount, capacity figure, or details of a finalized agreement mentioned.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

memory
NVIDIASK Group
NVIDIASK GroupAI infrastructurememoryfactory building

Source and time

Source: TrendForce Official (Market Data) · 10/12/2026 · View original source

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