<p>[首尔] 英伟达在周一（6 月 8 日）宣布与包括 SK 海力士和 Naver 在内的科技巨头达成一系列交易，旨在确保关键的内存芯片以支持其人工智能的雄心并吸引新客户。</p>
<p>这些协议是在英伟达首席执行官黄仁勋于周五开始的高调访韩期间达成的，他与该国顶级企业老板共进了烤五花肉和当地烈酒烧酒，还投掷了棒球，并会见了一位知名游戏玩家。</p>
<p>英伟达及其合作伙伴，包括 SK 电信和财团斗山集团，并未透露交易的具体价值。</p>
<p>SK 集团，韩国第二大家族企业财团，表示其 SK 海力士和 SK 电信部门已与英伟达达成协议。</p>
<p>内存芯片制造商 SK 海力士签署了一项多年技术合作伙伴关系，承诺为全球人工智能数据中心开发先进类型的内存，SK 集团表示。</p>
<p>SK 海力士和英伟达表示，这项协议是在内存芯片制造商努力跟上需求之际达成的，将使供应能够跟上英伟达的计划，后者的业务已扩展到机器人、个人电脑和人工智能超级计算机。</p>
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<p>“SK 海力士一直是英伟达最大的内存合作伙伴。SK 海力士将继续是英伟达最大的内存合作伙伴，” 黄仁勋在与 SK 集团董事长崔泰源在芯片制造商母公司总部会晤后表示。</p>
<p>黄仁勋表示，与 SK 海力士的协议为期超过两年，并可选择继续延长。</p>
<p>“我们每年已经从 SK 海力士采购数十亿美元的产品，这一数字将大幅增长，” 他说。</p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/37fe9a9ca5d2ba834643285a763339896d0b79347fc5430f5ffeee6da3cf2034/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/37fe9a9ca5d2ba834643285a763339896d0b79347fc5430f5ffeee6da3cf2034/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>英伟达的 PC 推动对 AEM 构成下行风险，但 DBS 维持 ‘买入’ 评级，目标价为 11.80 新元</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/0b260bbe2b5d0701907b05b786c07a8cfc7e0c5cb49058e9ea5c6bd55629aa6c/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/0b260bbe2b5d0701907b05b786c07a8cfc7e0c5cb49058e9ea5c6bd55629aa6c/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>英伟达在约束条件下仍有能力支持强劲的人工智能增长：首席执行官黄仁勋</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/efb9fdba750c7fe712968cf82d66ed2a5d7beb6c57095048eece746e04bb4e9c/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/efb9fdba750c7fe712968cf82d66ed2a5d7beb6c57095048eece746e04bb4e9c/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>英伟达的人工智能芯片受到与军方有联系的中国实验室的追捧</h3>
<p>SK 海力士和 SK 电信还表示，他们将从英伟达购买更多产品。</p>
<p>SK 电信表示，将在韩国使用英伟达技术建设一个千兆瓦级的人工智能云，第一个人工智能数据中心将在 2027 年上线。英伟达表示，互联网巨头 Naver 和财团斗山也将使用其技术来帮助建设人工智能数据中心。</p>
<p>此外，斗山正在开发机器人，并制造用于英伟达最强大的 Blackwell 芯片的材料，表示其能源解决方案预计将用于英伟达的数据中心平台，并将使用该美国公司的物理人工智能技术。</p>
<h2>韩国股市反弹乏力</h2>
<p>韩国是亚洲制造业强国，拥有主要的芯片、电子、汽车和船舶生产商。SK 海力士和三星是全球最大的两家内存芯片制造商，这些芯片是数据中心的关键组件。</p>
<p>该国的基准 Kospi 指数在六个月内翻了一番，因重磅股 SK 海力士和三星受益于人工智能浪潮，但在周一因强劲的美国就业数据加大了对美联储今年加息的押注，全球科技股遭遇重挫，跌幅近 9%。</p>
<p>三星和 SK 海力士的股价在早盘交易中均下跌超过 10%，随后有所回升，三星最终下跌 7.8%，SK 海力士下跌 4.1%。</p>
<p>当被问及全球芯片股的暴跌时，黄仁勋对此表示不以为然。“每个人都应该感到非常兴奋；他们现在可以以更便宜的价格购买股票，人工智能的未来绝对是光明的。”</p>
<p>黄仁勋在与崔泰源共进炸鸡晚餐后告诉记者，他计划在周一会见三星的 Jun Young-hyun，后者领导该公司的半导体业务。他还将与电子巨头 LG 会面。路透社</p>
<p>解码亚洲通讯：您在新全球秩序中导航亚洲的指南。点击此处注册以获取解码亚洲通讯。免费送达您的收件箱。</p>

韩国SK电信

2 倍做多英伟达 ETF - GraniteShares

南方两倍做多英伟达

南方两倍做空英伟达

英伟达期权收益策略 ETF - YieldMax

1 倍做空英伟达 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半导体 3 倍做多 - Direxion

<p>Nvidia 在首席执行官黄仁勋访问期间宣布与韩国科技巨头 SK 海力士、Naver、SK Telecom 和斗山集团达成战略合作伙伴关系。主要协议包括与 SK 海力士达成的多年期内存芯片供应协议，以支持人工智能数据中心，而 SK Telecom 计划利用 Nvidia 技术建设千兆瓦级的人工智能云基础设施。这些交易旨在为 Nvidia 在机器人技术和超级计算领域日益扩大的人工智能雄心确保关键组件</p>

<p>[SEOUL] Nvidia on Monday (Jun 8) announced a series of deals in South Korea with tech giants including SK Hynix and Naver, as it looks to secure crucial memory chips to power its artificial intelligence ambitions and entice new customers.</p>
<div class="lb-trans"><p>[首尔] 英伟达在周一（6 月 8 日）宣布与包括 SK 海力士和 Naver 在内的科技巨头达成一系列交易，旨在确保关键的内存芯片以支持其人工智能的雄心并吸引新客户。</p>
</div><p>The agreements come during a high-profile trip by Nvidia CEO Jensen Huang to South Korea that began on Friday and has seen him dine on grilled pork belly and local spirit soju with the country’s top corporate bosses, throw a baseball pitch and meet with a well-known gamer.</p>
<div class="lb-trans"><p>这些协议是在英伟达首席执行官黄仁勋于周五开始的高调访韩期间达成的，他与该国顶级企业老板共进了烤五花肉和当地烈酒烧酒，还投掷了棒球，并会见了一位知名游戏玩家。</p>
</div><p>Nvidia and its partners, which also included SK Telecom and conglomerate Doosan Group, did not disclose the value of the deals.</p>
<div class="lb-trans"><p>英伟达及其合作伙伴，包括 SK 电信和财团斗山集团，并未透露交易的具体价值。</p>
</div><p>SK Group, South Korea’s second-largest family-owned conglomerate, said that its SK Hynix and SK Telecom arms had agreed deals with Nvidia.</p>
<div class="lb-trans"><p>SK 集团，韩国第二大家族企业财团，表示其 SK 海力士和 SK 电信部门已与英伟达达成协议。</p>
</div><p>Memory chip maker SK Hynix signed a multi-year technology partnership that will see it commit to developing advanced types of memory for global AI data centres, SK Group said.</p>
<div class="lb-trans"><p>内存芯片制造商 SK 海力士签署了一项多年技术合作伙伴关系，承诺为全球人工智能数据中心开发先进类型的内存，SK 集团表示。</p>
</div><p>SK Hynix and Nvidia said the agreement, which comes as memory chip makers have been straining to keep up with demand, would enable supply to keep pace with Nvidia’s plans, which have expanded to robotics, personal computers and AI supercomputers.</p>
<div class="lb-trans"><p>SK 海力士和英伟达表示，这项协议是在内存芯片制造商努力跟上需求之际达成的，将使供应能够跟上英伟达的计划，后者的业务已扩展到机器人、个人电脑和人工智能超级计算机。</p>
</div><h3>Asean Intelligence</h3>
<div class="lb-trans"><h3>东盟智能</h3>
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</div><p>“SK Hynix has been Nvidia’s largest memory partner. SK Hynix will continue to be Nvidia’s largest memory partner,” Huang said after a meeting with SK Group chairman Chey Tae-won at the headquarters of the chipmaker’s parent.</p>
<div class="lb-trans"><p>“SK 海力士一直是英伟达最大的内存合作伙伴。SK 海力士将继续是英伟达最大的内存合作伙伴，” 黄仁勋在与 SK 集团董事长崔泰源在芯片制造商母公司总部会晤后表示。</p>
</div><p>Huang said the deal with SK Hynix, a rival to Samsung Electronics and US-based Micron Technology, was for more than two years with the option to keep extending.</p>
<div class="lb-trans"><p>黄仁勋表示，与 SK 海力士的协议为期超过两年，并可选择继续延长。</p>
</div><p>“We already procure and we buy from SK Hynix already billions and billions of dollars each year, and it’s going to grow substantially,” he said.</p>
<div class="lb-trans"><p>“我们每年已经从 SK 海力士采购数十亿美元的产品，这一数字将大幅增长，” 他说。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另见</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/37fe9a9ca5d2ba834643285a763339896d0b79347fc5430f5ffeee6da3cf2034/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/37fe9a9ca5d2ba834643285a763339896d0b79347fc5430f5ffeee6da3cf2034?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Nvidia’s PC push carries downside risk for AEM, but DBS maintains ‘buy’ with S$11.80 target</h3>
<div class="lb-trans"><h3>英伟达的 PC 推动对 AEM 构成下行风险，但 DBS 维持 ‘买入’ 评级，目标价为 11.80 新元</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/0b260bbe2b5d0701907b05b786c07a8cfc7e0c5cb49058e9ea5c6bd55629aa6c/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/0b260bbe2b5d0701907b05b786c07a8cfc7e0c5cb49058e9ea5c6bd55629aa6c?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Nvidia has capacity to supply robust AI growth despite constraints: CEO Jensen Huang</h3>
<div class="lb-trans"><h3>英伟达在约束条件下仍有能力支持强劲的人工智能增长：首席执行官黄仁勋</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/efb9fdba750c7fe712968cf82d66ed2a5d7beb6c57095048eece746e04bb4e9c/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/efb9fdba750c7fe712968cf82d66ed2a5d7beb6c57095048eece746e04bb4e9c?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Nvidia’s AI chips sought by Chinese labs with ties to military</h3>
<div class="lb-trans"><h3>英伟达的人工智能芯片受到与军方有联系的中国实验室的追捧</h3>
</div><p>SK Hynix and SK Telecom also said they would buy more from Nvidia.</p>
<div class="lb-trans"><p>SK 海力士和 SK 电信还表示，他们将从英伟达购买更多产品。</p>
</div><p>SK Telecom said that it would build a gigawatt-scale AI cloud in South Korea using Nvidia technology, with the first AI data centre to come online in 2027. Nvidia said that Internet giant Naver and conglomerate Doosan would also use its technology to help build AI data centres.</p>
<div class="lb-trans"><p>SK 电信表示，将在韩国使用英伟达技术建设一个千兆瓦级的人工智能云，第一个人工智能数据中心将在 2027 年上线。英伟达表示，互联网巨头 Naver 和财团斗山也将使用其技术来帮助建设人工智能数据中心。</p>
</div><p>In addition, Doosan, which is developing robots and makes materials used in Nvidia’s most powerful Blackwell chips, said that it expected its energy solution to be used in Nvidia’s data centre platforms and for it to use the US firm’s physical AI technology as well.</p>
<div class="lb-trans"><p>此外，斗山正在开发机器人，并制造用于英伟达最强大的 Blackwell 芯片的材料，表示其能源解决方案预计将用于英伟达的数据中心平台，并将使用该美国公司的物理人工智能技术。</p>
</div><h2>South Korea stock rally falters</h2>
<div class="lb-trans"><h2>韩国股市反弹乏力</h2>
</div><p>South Korea is an Asian manufacturing powerhouse, home to major producers of chips, electronics, cars and ships. SK Hynix and Samsung are the world’s two largest makers of memory chips, which are key components in data centres.</p>
<div class="lb-trans"><p>韩国是亚洲制造业强国，拥有主要的芯片、电子、汽车和船舶生产商。SK 海力士和三星是全球最大的两家内存芯片制造商，这些芯片是数据中心的关键组件。</p>
</div><p>The country’s benchmark Kospi index has doubled in six months as heavyweights SK Hynix and Samsung benefited from the AI wave, but dove almost 9 per cent on Monday after robust US jobs data fanned bets on a Federal Reserve rate hike this year and sparked a rout in global tech stocks.</p>
<div class="lb-trans"><p>该国的基准 Kospi 指数在六个月内翻了一番，因重磅股 SK 海力士和三星受益于人工智能浪潮，但在周一因强劲的美国就业数据加大了对美联储今年加息的押注，全球科技股遭遇重挫，跌幅近 9%。</p>
</div><p>Shares in Samsung and SK Hynix both plunged more than 10 per cent in early trading before trimming some losses, with Samsung later down 7.8 per cent and SK Hynix falling 4.1 per cent.</p>
<div class="lb-trans"><p>三星和 SK 海力士的股价在早盘交易中均下跌超过 10%，随后有所回升，三星最终下跌 7.8%，SK 海力士下跌 4.1%。</p>
</div><p>When asked about the global chip stock rout, Huang waved off concerns. “Everybody should be very excited; they can now buy stock at a cheaper price, and it’s absolutely true that the future of AI is very bright.”</p>
<div class="lb-trans"><p>当被问及全球芯片股的暴跌时，黄仁勋对此表示不以为然。“每个人都应该感到非常兴奋；他们现在可以以更便宜的价格购买股票，人工智能的未来绝对是光明的。”</p>
</div><p>Huang also told reporters after a fried chicken dinner with Chey on Sunday that he planned to meet Samsung’s Jun Young-hyun, who leads the company’s semiconductor business, on Monday. He will also meet with electronics giant LG. REUTERS</p>
<div class="lb-trans"><p>黄仁勋在与崔泰源共进炸鸡晚餐后告诉记者，他计划在周一会见三星的 Jun Young-hyun，后者领导该公司的半导体业务。他还将与电子巨头 LG 会面。路透社</p>
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</div>

Nvidia clinches deals with South Korean giants include SK Group to advance AI boom

Businesstimes News

英伟达

Nvidia 与包括 SK 集团在内的韩国巨头达成协议，以推动人工智能的蓬勃发展