[디깅노트] 최태원 전면에, 이재용 물밑에…젠슨 황의 셈법

Jensen Huang's divergent engagement strategies with SK Hynix and Samsung—public backing for the former while maintaining behind-the-scenes ties with the latter—demonstrate Nvidia's calculated supply chain positioning rather than personal preference. By publicly encouraging SK Hynix's HBM4 production while privately signaling openness to Samsung's next-generation HBM and foundry capabilities, Huang keeps both Korean semiconductor giants competing as suppliers within Nvidia's ecosystem. The real test lies not in corporate diplomacy but in which company can deliver the required technology, yield rates, and production volumes when needed.