Supply Chain Stability Confirmed
South Korea’s government has officially stated that the nation’s supply chain for Nvidia graphics processing units (GPUs) remains stable, despite an ongoing independent investigation into the chipmaker’s leadership. Vice Minister of Science and ICT Ryu Jemyung confirmed to a parliamentary budget committee on November 9, 2026, that contracted volumes for 2026 are expected to proceed without interruption.
The Ministry is maintaining active communication with Nvidia Korea to monitor pricing and delivery schedules, ensuring that the current controversy surrounding CEO Jensen Huang does not impact national AI infrastructure projects. According to The Economic Times, the government has already successfully integrated 10,000 GPUs funded under the 2025 supplementary budget, which are currently in active use across various state-supported initiatives.
Context of the Nvidia Leadership Probe
The reassurances from Seoul come as Nvidia’s board announced on Sunday, November 8, 2026, that it had launched an independent investigation into CEO Jensen Huang. The move follows reports alleging that Huang had been targeted by a Chinese intelligence effort involving his relationship with businesswoman Alice Huang. While Nvidia’s board stated there is no evidence that US national security or proprietary company secrets have been compromised, the CEO has pledged his full cooperation with the inquiry.
The investigation has caused minor operational adjustments within Nvidia’s international engagements. Most notably, the planned visit to South Korea by Madison Huang, a senior director at the company and the daughter of the CEO, has been cancelled. South Korean AI startup Rebellions reported that both her visit to their headquarters and a scheduled partner dinner were called off due to “unavoidable internal circumstances” at the chipmaker.
Impact on Local Partnerships
Despite these internal shifts, the broader business environment remains largely unaffected. Kakao Mobility also cancelled a photo session and Q&A event that was set to feature Madison Huang. However, the company clarified that its existing business agreement with Nvidia will proceed as planned, with senior director Gaurav Agarwal stepping in to represent the company in her absence. Furthermore, the two-day Nvidia AI Day Seoul, which is expected to draw approximately 2,000 participants to discuss physical AI and infrastructure, is continuing according to its original schedule, as reported by The Star. The South Korean government continues to monitor the situation to ensure that no further operational delays occur as the probe unfolds.