<p>[首爾] 英偉達在週一（6 月 8 日）宣佈與包括 SK 海力士和 Naver 在內的科技巨頭達成一系列交易，旨在確保關鍵的內存芯片以支持其人工智能的雄心並吸引新客户。</p>
<p>這些協議是在英偉達首席執行官黃仁勳於週五開始的高調訪韓期間達成的，他與該國頂級企業老闆共進了烤五花肉和當地烈酒燒酒，還投擲了棒球，並會見了一位知名遊戲玩家。</p>
<p>英偉達及其合作伙伴，包括 SK 電信和財團斗山集團，並未透露交易的具體價值。</p>
<p>SK 集團，韓國第二大家族企業財團，表示其 SK 海力士和 SK 電信部門已與英偉達達成協議。</p>
<p>內存芯片製造商 SK 海力士簽署了一項多年技術合作夥伴關係，承諾為全球人工智能數據中心開發先進類型的內存，SK 集團表示。</p>
<p>SK 海力士和英偉達表示，這項協議是在內存芯片製造商努力跟上需求之際達成的，將使供應能夠跟上英偉達的計劃，後者的業務已擴展到機器人、個人電腦和人工智能超級計算機。</p>
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<p>“SK 海力士一直是英偉達最大的內存合作伙伴。SK 海力士將繼續是英偉達最大的內存合作伙伴，” 黃仁勳在與 SK 集團董事長崔泰源在芯片製造商母公司總部會晤後表示。</p>
<p>黃仁勳表示，與 SK 海力士的協議為期超過兩年，並可選擇繼續延長。</p>
<p>“我們每年已經從 SK 海力士採購數十億美元的產品，這一數字將大幅增長，” 他説。</p>
<p>另見</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>英偉達的 PC 推動對 AEM 構成下行風險，但 DBS 維持 ‘買入’ 評級，目標價為 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>英偉達在約束條件下仍有能力支持強勁的人工智能增長：首席執行官黃仁勳</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>英偉達的人工智能芯片受到與軍方有聯繫的中國實驗室的追捧</h3>
<p>SK 海力士和 SK 電信還表示，他們將從英偉達購買更多產品。</p>
<p>SK 電信表示，將在韓國使用英偉達技術建設一個千兆瓦級的人工智能雲，第一個人工智能數據中心將在 2027 年上線。英偉達表示，互聯網巨頭 Naver 和財團斗山也將使用其技術來幫助建設人工智能數據中心。</p>
<p>此外，斗山正在開發機器人，並製造用於英偉達最強大的 Blackwell 芯片的材料，表示其能源解決方案預計將用於英偉達的數據中心平台，並將使用該美國公司的物理人工智能技術。</p>
<h2>韓國股市反彈乏力</h2>
<p>韓國是亞洲製造業強國，擁有主要的芯片、電子、汽車和船舶生產商。SK 海力士和三星是全球最大的兩家內存芯片製造商，這些芯片是數據中心的關鍵組件。</p>
<p>該國的基準 Kospi 指數在六個月內翻了一番，因重磅股 SK 海力士和三星受益於人工智能浪潮，但在週一因強勁的美國就業數據加大了對美聯儲今年加息的押注，全球科技股遭遇重挫，跌幅近 9%。</p>
<p>三星和 SK 海力士的股價在早盤交易中均下跌超過 10%，隨後有所回升，三星最終下跌 7.8%，SK 海力士下跌 4.1%。</p>
<p>當被問及全球芯片股的暴跌時，黃仁勳對此表示不以為然。“每個人都應該感到非常興奮；他們現在可以以更便宜的價格購買股票，人工智能的未來絕對是光明的。”</p>
<p>黃仁勳在與崔泰源共進炸雞晚餐後告訴記者，他計劃在週一會見三星的 Jun Young-hyun，後者領導該公司的半導體業務。他還將與電子巨頭 LG 會面。路透社</p>
<p>解碼亞洲通訊：您在新全球秩序中導航亞洲的指南。點擊此處註冊以獲取解碼亞洲通訊。免費送達您的收件箱。</p>

韓國SK電信

2 倍做多英偉達 ETF - GraniteShares

南方兩倍做多英偉達

南方兩倍做空英偉達

英偉達期權收益策略 ETF - YieldMax

1 倍做空英偉達 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半導體 3 倍做多 - Direxion

<p>Nvidia 在首席執行官黃仁勳訪問期間宣佈與韓國科技巨頭 SK 海力士、Naver、SK Telecom 和斗山集團達成戰略合作伙伴關係。主要協議包括與 SK 海力士達成的多年期內存芯片供應協議，以支持人工智能數據中心，而 SK Telecom 計劃利用 Nvidia 技術建設千兆瓦級的人工智能雲基礎設施。這些交易旨在為 Nvidia 在機器人技術和超級計算領域日益擴大的人工智能雄心確保關鍵組件</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>[首爾] 英偉達在週一（6 月 8 日）宣佈與包括 SK 海力士和 Naver 在內的科技巨頭達成一系列交易，旨在確保關鍵的內存芯片以支持其人工智能的雄心並吸引新客户。</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>這些協議是在英偉達首席執行官黃仁勳於週五開始的高調訪韓期間達成的，他與該國頂級企業老闆共進了烤五花肉和當地烈酒燒酒，還投擲了棒球，並會見了一位知名遊戲玩家。</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>英偉達及其合作伙伴，包括 SK 電信和財團斗山集團，並未透露交易的具體價值。</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 集團，韓國第二大家族企業財團，表示其 SK 海力士和 SK 電信部門已與英偉達達成協議。</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>內存芯片製造商 SK 海力士簽署了一項多年技術合作夥伴關係，承諾為全球人工智能數據中心開發先進類型的內存，SK 集團表示。</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 海力士和英偉達表示，這項協議是在內存芯片製造商努力跟上需求之際達成的，將使供應能夠跟上英偉達的計劃，後者的業務已擴展到機器人、個人電腦和人工智能超級計算機。</p>
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<div class="lb-trans"><h3>東盟智能</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 海力士一直是英偉達最大的內存合作伙伴。SK 海力士將繼續是英偉達最大的內存合作伙伴，” 黃仁勳在與 SK 集團董事長崔泰源在芯片製造商母公司總部會晤後表示。</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>黃仁勳表示，與 SK 海力士的協議為期超過兩年，並可選擇繼續延長。</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>“我們每年已經從 SK 海力士採購數十億美元的產品，這一數字將大幅增長，” 他説。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另見</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>英偉達的 PC 推動對 AEM 構成下行風險，但 DBS 維持 ‘買入’ 評級，目標價為 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>英偉達在約束條件下仍有能力支持強勁的人工智能增長：首席執行官黃仁勳</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>英偉達的人工智能芯片受到與軍方有聯繫的中國實驗室的追捧</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 電信還表示，他們將從英偉達購買更多產品。</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 電信表示，將在韓國使用英偉達技術建設一個千兆瓦級的人工智能雲，第一個人工智能數據中心將在 2027 年上線。英偉達表示，互聯網巨頭 Naver 和財團斗山也將使用其技術來幫助建設人工智能數據中心。</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，斗山正在開發機器人，並製造用於英偉達最強大的 Blackwell 芯片的材料，表示其能源解決方案預計將用於英偉達的數據中心平台，並將使用該美國公司的物理人工智能技術。</p>
</div><h2>South Korea stock rally falters</h2>
<div class="lb-trans"><h2>韓國股市反彈乏力</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>韓國是亞洲製造業強國，擁有主要的芯片、電子、汽車和船舶生產商。SK 海力士和三星是全球最大的兩家內存芯片製造商，這些芯片是數據中心的關鍵組件。</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>該國的基準 Kospi 指數在六個月內翻了一番，因重磅股 SK 海力士和三星受益於人工智能浪潮，但在週一因強勁的美國就業數據加大了對美聯儲今年加息的押注，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 海力士的股價在早盤交易中均下跌超過 10%，隨後有所回升，三星最終下跌 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>當被問及全球芯片股的暴跌時，黃仁勳對此表示不以為然。“每個人都應該感到非常興奮；他們現在可以以更便宜的價格購買股票，人工智能的未來絕對是光明的。”</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>黃仁勳在與崔泰源共進炸雞晚餐後告訴記者，他計劃在週一會見三星的 Jun Young-hyun，後者領導該公司的半導體業務。他還將與電子巨頭 LG 會面。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

英偉達

Nvidia 與包括 SK 集團在內的韓國巨頭達成協議，以推動人工智能的蓬勃發展