NVIDIA — storyline

South Korea Commits $518B HBM & Packaging Capacity Supercycle; Nvidia China Revenue Under Structural Pressure from Huawei

Samsung Electronics and SK Hynix have jointly committed 800 trillion won (~$518B) to construct two new chip fabrication sites each in South Korea's southwest region, with an additional 81 trillion won earmarked for an advanced chip packaging cluster in the Chungcheong area — representing the largest single sovereign-backed capacity expansion commitment in HBM and advanced packaging history. Concurrently, AP News reports Nvidia's AI chip sales in China are stalling as Huawei captures domestic share, introducing a structural demand-mix risk that could compress Nvidia's addressable volume for H200/B100-class SKUs in the world's second-largest AI market.