Samsung Electronics Executive Chairman Lee Jae-yong is planning to meet Nvidia CEO Jensen Huang in the US at the end of July. The sit-down would be the latest in a string of increasingly frequent meetings between the two executives as the AI chip supply chain becomes the most consequential chessboard in global tech.
A relationship that’s picking up speed
Lee and Huang have been building momentum. The two met over dinner in October 2025 and again in June 2026, establishing a cadence that suggests this isn’t casual networking.
During Huang’s visit to South Korea in June 2026, he sat down with Jun Young-hyun, the head of Samsung’s chip division. That conversation zeroed in on next-generation high-bandwidth memory, specifically HBM4 and HBM4E, along with advanced packaging technologies critical for AI accelerators. They also discussed autonomous driving chips and Groq AI accelerators.
The market noticed. Samsung shares surged 10.1% on June 1, 2026, reaching a record close. LG Electronics, Naver, and other Korean tech names also caught a bid on the news.
