Samsung Stock Jumps 9%, LG Gains as Nvidia CEO Prepares Talks with Korean Executives

South Korean technology stocks started June with strong momentum as Samsung, LG, and companies linked to Nvidia rallied sharply. Investors reacted to reports that Nvidia CEO Jensen Huang is expected to meet top Korean business leaders this week. The market is betting on fresh partnerships in artificial intelligence, memory chips, robotics, and next-generation computing. The rally also comes as South Korea reported record semiconductor export growth driven by the global AI boom. 

Samsung Gains Nearly 10% as AI Memory Chip Race Heats Up

Samsung Electronics shares surged 9.5% to 10.1%, pushing its market capitalization above 2,000 trillion won, around $1.32 trillion. The stock rally followed expectations that Nvidia could deepen its cooperation with Samsung in advanced AI memory technology. 

Samsung recently started shipping samples of its new 12-layer HBM4E memory chips, which are more than 20% faster than previous versions. These chips are designed for AI data centers and high-performance computing systems used by companies such as Nvidia, Google, and AMD.

Why are investors watching Samsung closely?

Samsung has been trying to close the gap with rivals in the high-bandwidth memory market. Analysts believe successful qualification of its HBM4E chips could improve earnings growth and help Samsung win larger AI-related contracts in 2026. 

LG Shares Rally 28% as Robotics Expectations Grow

LG Electronics became one of the biggest gainers in Asia after its stock jumped 28% to nearly 30% in a single session. The rally extended a strong move that has already pushed the stock to record levels this year. 

Investors expect discussions between Nvidia CEO Jensen Huang and LG Group Chairman Koo Kwang-mo to focus on AI, robotics, and smart automation technologies. LG has been expanding beyond televisions and home appliances into humanoid robots and industrial automation systems. 

According to reports covered by Reuters, LG affiliates also joined the rally. LG CNS gained about 24%, LG Innotek rose 14%, LG Display added 7%, and LG Uplus climbed 6% as investors priced in future AI opportunities. 

Nvidia Remains the Center of the AI Trade

Nvidia‘s upcoming visit to Korea has become a major market catalyst. The company plans to host a Korean Partner Night during the COMPUTEX event in Taipei, bringing together executives from Samsung, SK Hynix, and other technology firms. 

Last year, Nvidia announced plans to supply more than 260,000 advanced AI chips to South Korean government projects and major corporations, including Samsung and Hyundai Motor Group. That commitment is now fueling expectations of larger partnerships in AI infrastructure. 

SK Hynix Also Benefits From AI Chip Demand

SK Hynix shares continued attracting investor attention after recently entering the $1 trillion market value club. The company reached approximately $1.12 trillion in market capitalization as demand for AI memory chips accelerated worldwide. 

The company remains one of Nvidia’s key suppliers for advanced memory products used in AI servers. Analysts expect memory prices to rise by as much as 63% during the second quarter, supporting revenue growth across the semiconductor industry. 

Investors Also Ask: Why Is South Korea’s Tech Sector Rising So Fast?

South Korea’s semiconductor exports recently reached a record level as AI-related demand expanded globally. The country’s technology sector is benefiting from stronger chip prices, increasing AI server investments, and growing demand for advanced memory solutions. 

The benchmark KOSPI index has become one of the world’s strongest-performing markets in 2026, supported by gains in Samsung, SK Hynix, LG Electronics, and other AI-linked companies.

Wrapping Up: Analyst Review

Analysts believe the latest rally in Samsung, LG, and Nvidia-linked stocks reflects more than short-term excitement. The market is focusing on real business opportunities in AI chips, robotics, cloud infrastructure, and advanced computing. Samsung’s new HBM4E memory shipments have improved confidence in its AI roadmap, while LG’s robotics expansion is attracting fresh institutional interest. Nvidia’s planned meetings with Korean executives are being viewed as a strategic step toward strengthening its Asian supply chain. If new partnerships emerge from these discussions, South Korea’s technology sector could see another wave of investment. For now, strong semiconductor exports, rising AI spending, and growing demand for advanced memory chips remain the biggest drivers behind the bullish outlook.

Disclaimer

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