South Korean technology stocks witnessed sharp swings on Tuesday as investors rotated between companies expected to benefit from Nvidia's growing focus on robotics and physical artificial intelligence and those facing profit-booking after a strong rally linked to the U.S. chipmaker.According to Reuters, robotics-related shares surged after Nvidia Chief Executive Jensen Huang highlighted the strategic importance of South Korea in the company's robotics and AI ambitions during events held in Taipei alongside the Computex trade show. His comments reinforced expectations that South Korean companies could play a larger role in Nvidia's expanding ecosystem for humanoid robots and physical AI applications.Investor enthusiasm drove shares of Doosan Robotics, Robostar and Robotis sharply higher, with all three stocks touching record highs during morning trading. Market participants viewed the companies as potential beneficiaries of Nvidia's increasing investment in robotics technologies and next-generation AI systems.The optimism was further supported by Nvidia's announcement that it plans to collaborate with humanoid robot developers across the United States, Europe and South Korea, broadening its global robotics network beyond its existing partnership with Chinese robotics firm Unitree.Telecommunications giant SK Telecom also gained ground and reached a record high after being identified by Nvidia as one of its partners in manufacturing and physical AI initiatives. The recognition strengthened investor confidence in the company's role within the rapidly evolving AI supply chain.However, the rally was not uniform across the sector. Several AI-related stocks retreated as investors locked in gains following recent advances. Internet giant Naver Corp, which had rallied more than 35% over the previous five trading sessions amid anticipation surrounding Huang's visit to South Korea, fell sharply as traders engaged in profit-taking.Suppliers of AI-related components also came under pressure. Shares of Samsung Electro-Mechanics and LG Innotek posted steep declines, reflecting broader weakness among companies that had recently benefited from enthusiasm surrounding Nvidia-linked themes.Analysts attributed the pullback to stretched valuations and rapid share-price appreciation over a short period. According to Reuters, market observers noted that investors were taking profits not only in AI-focused names but also in several technology and equipment stocks that had participated in the recent rally despite having limited direct exposure to Nvidia's business.Attention is now turning to Huang's expected visit to Seoul later this week, where he is scheduled to meet executives from major South Korean corporations. Investors will be closely watching for potential partnership announcements and further indications of how South Korean companies may fit into Nvidia's long-term AI and robotics strategy.