South Korean technology stocks rallied on Monday, led by sharp gains in Samsung Electronics and LG Electronics, as investors reacted to growing expectations of new artificial intelligence and robotics partnerships with US chip giant Nvidia.
The rally followed reports that Jensen Huang is expected to meet senior Korean business leaders during an upcoming visit, including LG Group Chairman Koo Kwang-mo, alongside other executives from major semiconductor and industrial firms.
Investor sentiment was further boosted by South Korea’s latest trade data, which showed semiconductor exports hitting a record high in June, driven by surging global demand for AI-related chips and components.
Samsung Electronics shares rose as much as 9.5%, pushing the company’s market capitalisation above 2,000 trillion won ($1.32 trillion), while LG Electronics surged nearly 28% on expectations of deeper involvement in robotics and AI-enabled hardware.
Nvidia is scheduled to host a “Korean Partner Night” event alongside the COMPUTEX trade show in Taipei, where executives from Samsung, SK Hynix and other global chipmakers are expected to attend.
The developments highlight Nvidia’s expanding influence across Asia’s semiconductor ecosystem as demand for AI infrastructure accelerates globally.
Samsung also announced it has begun shipping samples of its latest high-bandwidth memory (HBM) chips to customers, a key product segment used in AI data centres and one in which competition among global chipmakers is intensifying.
Industry analysts say the company’s progress in HBM technology could help narrow the valuation gap with rivals such as SK Hynix, which has benefited from stronger positioning in the AI memory market.
Experts noted that Nvidia’s continued expansion of AI chip supply agreements with South Korean firms, including Samsung Electronics and Hyundai Motor Group, underscores the country’s growing strategic importance in the global AI supply chain.
Analysts added that Huang’s visit could further accelerate collaboration between US AI leaders and South Korea’s semiconductor giants, strengthening the country’s role in next-generation computing and robotics development.
The rally reflects rising investor confidence that South Korea’s tech sector is entering a new growth cycle driven by artificial intelligence, advanced semiconductors, and global demand for high-performance computing infrastructure.
