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Samsung Electronics Chairman Lee Jae-yong is expected to meet Nvidia CEO Jensen Huang in the United States by the end of July as the two technology giants explore deeper cooperation in semiconductor manufacturing and artificial intelligence, according to a report by South Korea’s Dong-A Ilbo.
Citing unnamed industry sources, the newspaper said Lee is working to finalize a meeting with Huang in Silicon Valley. The discussions are expected to focus on Samsung’s ambitious semiconductor expansion plans, including a proposed 800 trillion-won chip fabrication complex in Gwangju, as well as the company’s strategy to accelerate AI data center development across South Korea.
The anticipated meeting comes as demand for AI infrastructure continues to reshape the global semiconductor industry. Nvidia, the dominant supplier of AI chips, is expected to play a key role in Samsung’s long-term chip manufacturing and AI ecosystem. The partnership could also strengthen Samsung’s position as a supplier of advanced memory products while making Nvidia an even larger customer for the South Korean tech giant’s memory chips.
Samsung has been expanding its semiconductor production capacity to capitalize on the rapid growth of AI-related demand. The company recently announced plans to increase manufacturing output over the coming months to support rising orders for advanced memory and other semiconductor products used in AI servers and data centers.
The company’s financial outlook also reflects the strength of the AI boom. Samsung recently projected that its second-quarter operating profit would surge more than 19-fold from a year earlier, driven by robust demand for high-performance memory chips and other AI-related components.
A meeting between Lee and Huang would underscore the increasingly close relationship between leading semiconductor companies as they race to meet soaring global demand for AI computing power. With AI investment accelerating worldwide, closer collaboration between Samsung and Nvidia could further strengthen supply chains, expand production capabilities, and reinforce both companies’ positions in the highly competitive AI and semiconductor markets.
