Key Takeaways
- Jensen Huang, Nvidia’s CEO, landed in South Korea on Friday, identifying robotics as the nation’s “next major sector” for growth
- The executive scheduled high-level discussions with Samsung, Hyundai, SK, LG, and Naver throughout his visit
- The chipmaker aims to collaborate with Korean manufacturers on robotics initiatives and physical AI applications
- Shares of NVDA climbed 1.82% following news of his arrival
- According to GuruFocus analysis, NVDA trades at approximately 35.2% below its GF Value of $337.26, with current pricing near $218.66
Landing at Gimpo Airport on Friday following his Taiwan trip, Jensen Huang immediately captured headlines with bold statements about South Korea’s technological future.
“Did I bring any gifts for Korea? I brought a lot of business for Korea,” the executive declared to waiting journalists, teasing upcoming “surprises.”
The chief executive identified robotics as South Korea’s most promising expansion opportunity, emphasizing the nation’s position as a manufacturing powerhouse uniquely positioned to leverage physical AI across multiple sectors.
“Korea has many sectors to invest in. Robotics is going to be the next major sector here in Korea,” Huang stated.
Shares of NVDA advanced 1.82% during trading, hovering around $218.66, as investors and analysts closely monitored developments from the visit.
Strategic Sessions with Industry Leaders
The CEO revealed planned conversations with South Korea’s corporate elite — including Samsung, Hyundai, LG, SK, and Naver. This lineup represents the country’s most influential technology and manufacturing powerhouses.
Huang highlighted semiconductors specifically, noting 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 South Korean industrial ecosystems, positioning itself as more than just a chip supplier.
Current Valuation Snapshot for NVDA
GuruFocus metrics indicate NVDA’s GF Value stands at $337.26 compared to its current trading level of $218.66 — creating a valuation gap suggesting the stock trades approximately 35.2% below intrinsic value by this methodology.
The company’s P/E ratio registers at 33.49x, significantly compressed from its five-year median of 60.74x.
The GF Score reaches 95/100, featuring perfect 10/10 ratings in both Profitability and Growth categories. Valuation metrics score lower at 4/10, while Financial Strength registers 9/10.
A noteworthy development: company insiders have divested approximately $385 million in shares during the previous three-month period. This level of insider selling typically draws investor scrutiny.
This South Korean visit extends Huang’s regional tour following his Taiwan stopover, signaling a comprehensive Asian strategy as Nvidia accelerates its robotics and artificial intelligence initiatives throughout the region.
Discussions with Samsung, Hyundai, LG, SK, and Samsung, and Naver are scheduled during his stay, although concrete partnership agreements haven’t been publicly disclosed at this stage.



