Samsung, SK hynix monitor Nvidia leadership uncertainty: officials

Korean chipmakers Samsung Electronics and SK hynix are keeping a close eye on leadership uncertainty at Nvidia, the company's largest client, according to insiders. The two firms are evaluating potential succession plans following reports that Nvidia's board is contemplating replacements for CEO Jensen Huang due to multiple extramarital affair allegations.

Huang's close ties with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won have sparked concerns that his departure could disrupt business relations. A company official disclosed that his potential removal could negatively impact networking among top industry executives, warning that business discussions may slow or existing plans could change.

However, others assert that existing supply agreements are unlikely to be affected, as Samsung and SK have historically collaborated with Nvidia executives, such as Senior Vice President Jeff Fisher, on intricate business strategies.