Stock Markets June 8, 2026 06:16 AM

Samsung and Nvidia Hold Seoul Talks on Next-Generation Foundry and Memory Cooperation

Executives discussed current projects in autonomous driving and AI accelerators along with HBM roadmap and foundry collaboration

By Avery Klein
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Samsung Electronics’ semiconductor chief Jun Young-hyun met with Nvidia CEO Jensen Huang in Seoul to discuss expanded cooperation on foundry work and high-bandwidth memory across current and future product generations. The meeting covered ongoing projects in autonomous driving and AI accelerators as well as both short-term HBM4 and longer-term HBM4E and HBM5 plans.

Samsung and Nvidia Hold Seoul Talks on Next-Generation Foundry and Memory Cooperation
NVDA
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Key Points

  • Samsung and Nvidia are currently collaborating on autonomous driving chips and Nvidia’s AI accelerator chips, impacting the semiconductor and automotive AI sectors.
  • Executives discussed both short-term cooperation in HBM4 and foundry operations and longer-term plans for HBM4E and HBM5, relevant to memory and foundry markets.
  • Samsung confirmed collaboration on autonomous driving chips at 4-nanometer and 8-nanometer nodes, which influences chip manufacturing and supply-chain dynamics for AI and automotive applications.

Jun Young-hyun, head of Samsung Electronics’ semiconductor business, met with Nvidia CEO Jensen Huang in Seoul on Monday to discuss cooperation on next-generation foundry chips and related memory technologies.

According to Jun, the two companies are already collaborating on autonomous driving chips and on Nvidia’s AI accelerator chips. During their discussions, Samsung and Nvidia also explored potential cooperation on future semiconductor product generations.

The meeting included detailed talks about long-term collaboration on high-bandwidth memory, with Jun specifically citing HBM4E and HBM5 as subjects of those discussions. The executives additionally covered nearer-term cooperation in HBM4 and aspects of foundry operations.

Jun noted that Samsung is working with Nvidia on autonomous driving chips built on 4-nanometer and 8-nanometer process nodes, and that the relationship also extends to Nvidia’s accelerator chip.

Jun serves as co-CEO of Samsung Electronics and leads the company’s semiconductor division.


Context provided in the meeting

  • Ongoing collaboration on autonomous driving chips and AI accelerator chips.
  • Discussion of long-term memory roadmap including HBM4E and HBM5.
  • Short-term cooperation addressed in HBM4 and foundry operations.

The comments reflect the topics Jun reported following the meeting; no further operational details, timelines, or additional technical specifications were provided in his summary.

Risks

  • The article does not provide specific timelines, commercial terms, or technical specifications for the discussed cooperation, leaving uncertainty about implementation and market impact - this affects investors and participants in semiconductors and AI infrastructure markets.
  • Details beyond the topics mentioned were not disclosed, so the scope and depth of long-term HBM4E and HBM5 cooperation remain unclear, posing execution and planning risks for memory and foundry suppliers.
  • Short-term and long-term cooperation were both discussed, but the article does not state which initiatives are committed versus exploratory, creating uncertainty for customers and partners in automotive and data center ecosystems.

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