Samsung, SK hynix monitor Nvidia leadership uncertainty: officials

Korean chipmakers Samsung Electronics and SK hynix are closely monitoring leadership uncertainty at Nvidia, a key client, according to insiders. The two companies are evaluating potential succession plans after reports surfaced regarding Nvidia's board considering replacements for CEO Jensen Huang due to allegations of multiple extramarital affairs.

Huang's close relationship with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won has raised concerns that his potential departure could impact business relations.

If Huang were to be removed, it could lead to disruptions in networking among top industry executives, according to a company official who spoke on condition of anonymity. The insider cautioned that existing business discussions might slow down or plans might change. However, others argued that existing supply agreements were unlikely to be affected, as Samsung and SK hynix have historically collaborated with Nvidia executives, including Senior Vice President Jeff Fisher, on detailed business strategies.