Jensen Huang "With Micron Memory"...Related stocks are mixed up.

[Anchor]
The new Blackwell-based GPU product unveiled by Jensen Huang also attracted attention.

Related stocks were mixed as it announced that it will be equipped with memory from Micron, the largest DRAM company in the United States.

I'm reporter Lee Hyungwon.

[Reporter]
Jensen Hwang brought a new RTX product.

It unveiled the latest artificial intelligence accelerator, 'Blackwell'-based graphics processing device and GPU series.

[Jensen Huang/NVIDIA CEO: Reveals new GeForce RTX 50 series based on next-generation architecture Blackwell]

A graphics processor used in a PC such as a laptop, called

more than doubled performance and reduced prices by one-third.

In particular, it drew attention by saying that it used memory from Micron, the largest DRAM company in the United States, in this new product.

[Jensen Huang/NVIDIA CEO: Micron's GDDR7 memory doubles previous generation performance at 1.8 terabytes per second]

The market reacted immediately.

Micron's partner has soared more than 20%, and shares of other suppliers have also soared.

However, semiconductor-related stocks such as SK Hynix and Samsung Electronics turned downward.

The rise in stock prices was dampened as expectations for delivery, which had grown a day before the Jensen Hwang speech, returned with disappointment.

[Seo Sang-young / Mirae Asset Securities researcher: An event is over now because there was a big increase based on various favorable factors such as (Jensen Hwang's speech) related expectations and Foxconn earnings announcement. After that, you can say that the stock price is pushed back.]

The outlook for the semiconductor industry is not good enough,
Analysts say that large semiconductor stocks have fluctuated significantly despite the words of
Jensen Hwang.

I'm Lee Hyungwon of YTN.

Reporter for shooting
: Yoo Jun-seok