An Ki-hyun, vice-chair of the Korea Semiconductor Industry Association, said Jensen Huang's sudden resignation from Nvidia may give Korean memory chipmakers more bargaining power in HBM supply talks, since Nvidia still depends on few suppliers. He said spreading output across several customers would suit them better.
An Ki-hyun says Korean memory makers gain HBM leverage after Jensen Huang's Nvidia exit
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The story so far: Nvidia CEO Jensen Huang infidelity fallout
Jensen Huang admitted infidelity and resigned as Nvidia president, CEO and board member, with CFO Colette Kress named interim CEO. Nvidia's board is working with an outside firm on a possible successor, and has now approached Arm CEO Rene Haas about the role, though contacts may not be formal negotiations.
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An Ki-hyun says Korean memory makers gain HBM leverage after Jensen Huang's Nvidia exit
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