Nvidia's Jensen Huang Credits Samsung for Manufacturing New AI Chips, Boosting Stock

Samsung Electronics shares surged as much as 5% on Tuesday after Nvidia CEO Jensen Huang publicly credited the South Korean tech giant for manufacturing its latest artificial intelligence chips. The announcement came during Nvidia's highly anticipated GTC developer conference held in California on Monday, where Huang unveiled a new AI inference processor developed in collaboration with chip startup Groq.

During his keynote, Huang expressed gratitude toward Samsung, stating that the company is manufacturing the Groq LP30 chip at full production capacity. He confirmed that shipments are expected to begin in the second half of this year, signaling strong near-term demand for AI hardware. Samsung also took the opportunity to display the Nvidia-branded chips produced using its advanced 4-nanometer manufacturing process at the conference, highlighting its growing role in the global AI supply chain.

The positive remarks from one of the most influential figures in the semiconductor industry had an immediate impact on investor confidence. Samsung shares climbed to 198,000 won at their peak before settling at around 196,000 won, representing a 3.9% gain as of early trading. This outpaced the broader market, which rose approximately 2.4% during the same period.

The development underscores Samsung's strengthening position as a key manufacturing partner for leading AI chip designers amid explosive global demand for artificial intelligence infrastructure. As technology companies race to scale up AI capabilities, securing reliable and advanced chip fabrication has become a critical competitive advantage. Nvidia's decision to leverage Samsung's 4nm process reflects growing confidence in the Korean manufacturer's ability to meet the precision and volume requirements of next-generation AI processors, potentially opening the door to deeper collaboration between the two industry powerhouses in the months ahead.