Micron Memory Supplier Leverage

Ahn Ki-hyun, Vice President of the Korea Semiconductor Industry Association, says that Jensen Huang's resignation could give memory makers more leverage in supply negotiations. "It could actually be better for us," Ahn Ki-hyun, executive vice president of the Korea Semiconductor Industry Association, told The Korea Herald. "If another company fills the gap left by Nvidia, it will still need our HBM." Ahn argued that Huang's personal relationships with Korean business leaders mattered less than Nvidia's reliance on a handful of memory suppliers. "To change suppliers, Nvidia needs alternatives. But where are those alternatives?" he said. "Instead of concentrating supply on one customer, we could spread it across several. That could actually be better for us," Ahn said. Another official at a South Korean company with business ties to Nvidia expressed greater concern about projects Huang personally championed in AI factories, physical AI and robotics. "What worries me more are the new businesses," the official told The Korea Herald, requesting anonymity. "Huang personally pushed some of these projects. The question is whether they can move forward at the same pace without him." $NVDA $MU $DRAM $EWY $SKHY