Key Highlights
- Jensen Huang, Nvidia’s CEO, landed in South Korea on Friday, identifying robotics as the nation’s “next major sector”
- Strategic sessions are scheduled with major players including Samsung, Hyundai, SK, LG, and Naver throughout his stay
- The chip giant aims to collaborate with Korean manufacturers on robotics initiatives and physical AI applications
- Shares of NVDA advanced 1.82% following his arrival announcement
- According to GuruFocus analysis, NVDA trades at approximately 35.2% below its calculated GF Value of $337.26, with shares around $218.66
Following his departure from Taiwan, Jensen Huang arrived at Gimpo Airport on Friday, immediately signaling ambitious plans for Korean partnerships.
“Did I bring any gifts for Korea? I brought a lot of business for Korea,” Huang declared to assembled media. He teased potential “surprises” on the horizon.
The tech executive highlighted robotics as South Korea’s upcoming transformative sector, emphasizing the nation’s established position as a manufacturing powerhouse primed for physical AI integration.
“Korea has many sectors to invest in. Robotics is going to be the next major sector here in Korea,” Huang stated.
Shares of NVDA climbed 1.82% during trading, hovering near $218.66, as news of the strategic visit resonated with market participants and technology analysts.
High-Level Corporate Engagements Planned
The CEO verified upcoming discussions with South Korea’s industrial titans — Samsung, Hyundai, SK, LG, and Naver. This roster represents the cream of Korean technological and manufacturing capability.
Huang emphasized semiconductors as a critical focus area, predicting the sector will grow “increasingly robotics and increasingly AI-driven in the future.”
The strategic intent is unmistakable: Nvidia seeks to deepen its integration within Korean industrial ecosystems beyond traditional chip sales.
Current NVDA Valuation Metrics
GuruFocus metrics position NVDA’s GF Value at $337.26 compared to its current trading level of $218.66 — suggesting the stock trades at approximately 35.2% below fair value by this assessment.
The company’s P/E multiple stands at 33.49x, significantly compressed versus its five-year median of 60.74x.
The stock earns a GF Score of 95/100, achieving maximum 10/10 ratings in both Profitability and Growth categories. Valuation receives a lower 4/10 score, while Financial Strength registers 9/10.
One noteworthy development: company insiders have liquidated $385 million in shares during the previous three-month period. This magnitude typically draws investor scrutiny.
The South Korean leg represents a continuation of Huang’s Taiwan engagement, indicating a comprehensive Asian strategic initiative as Nvidia advances its robotics and artificial intelligence priorities regionally.
The scheduled discussions with Samsung, Hyundai, LG, SK, and Samsung, and Naver will unfold during his visit timeframe, though concrete partnership announcements remain forthcoming.
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