On November 13, industry sources and analysts suggested that Jensen Huang's abrupt departure from NVIDIA could strengthen Korean memory chipmakers' position in upcoming supply negotiations—though the fate of the AI projects he championed now hangs in the balance. Ahn Ki-hyun, vice president of the Korea Semiconductor Industry Association, said the development may not necessarily work against Korean interests: even if other companies step in to fill NVIDIA's market gap, they will still need to source Korean HBM. In his view, what matters more than Jensen Huang's personal ties with Korean business leaders is NVIDIA's reliance on a handful of memory suppliers—if NVIDIA were to switch suppliers, finding alternatives would be difficult. Ahn Ki-hyun added that Korean manufacturers need not concentrate capacity on a single customer and can diversify supply across multiple buyers, which would actually prove more advantageous.