The Double-Leveraged Long Samsung Electronics ETF (07747) rose more than 4%, gaining 4.49% to HK$95.4 by the time of writing, with a trading turnover of HK$757 million. Market reports indicate that a senior NVIDIA executive will hold separate meetings with counterparts from Samsung Electronics and SK Hynics on Wednesday to discuss collaboration in physical artificial intelligence. Madison Huang, Senior Director of Product and Technology Marketing for NVIDIA's physical AI platform, is visiting South Korea to expand partnerships in this field. Her team oversees the development of NVIDIA's Omniverse platform for physical and industrial AI simulation applications, as well as the robotics platform supporting the company's industrial digitalization and physical AI strategy. Samsung Electronics and SK Hynics are key suppliers of memory chips for NVIDIA's AI processors. NVIDIA is also cooperating with these Korean chipmakers to deploy large-scale GPU clusters, strengthening South Korea's national AI infrastructure and promoting AI adoption in robotics, factories, and industrial platforms. Citigroup noted in a research report that sustained strong demand for AI inference will support elevated memory chip prices, forecasting Samsung's full-year 2026 operating profit to reach 31 trillion won, representing a more than six-fold year-on-year increase.
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