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Nvidia turmoil raises questions for South Korea's AI supply chain

MBC's evening bulletin connects a reported shareholder lawsuit and chip-export allegations with risks to AI financing and Korean semiconductor companies.

Channel: MBCNEWS ·

South KoreaStory of November 11, 2026Trari Newsroom

Why this story? One of MBCNEWS's most watched videos since yesterday, with 250,157 views.

MBCNEWS: The news division of MBC, a publicly owned South Korean broadcaster. 6.2M subscribers and 32B views.

엔비디아 '나 홀로' 추락‥ 성난 주주들 집단소송 - [LIVE] MBC 뉴스데스크 2026년 11월 10일

Things we can learn from the video

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0:11President Lee Jae Myung addresses external economic changes expected after the U.S. midterm elections.
41:15Newsdesk begins with Nvidia's share decline and a reported shareholder class action.
48:11MBC examines allegations that Megaspeed provided routes for advanced Nvidia chips to reach Chinese businesses.
50:24China's government rejects the espionage allegations as groundless and defamatory.
52:43The report examines allegations that Nvidia contacts helped halt a U.S. chip-diversion investigation.
57:02Analysts consider potential repercussions for AI financing and Korean semiconductor suppliers, followed by a KOSPI rebound report.

The question for South Korea is how far Nvidia's troubles could spread. A November 10 bulletin from Munhwa Broadcasting Corporation (MBC), South Korea's broadcaster, moves from a reported shareholder class action to the chipmaker's role in financing the AI industry and supporting demand for Korean semiconductors.

The report says Nvidia shares fell sharply while other chip stocks, including AMD, rose. It puts the loss in Nvidia's market value at about 258 trillion won and reports that shareholders have filed a class action. The broadcast does not set out the lawsuit's detailed allegations in this segment.

Its central investigation concerns allegations involving Nvidia chief executive Jensen Huang, Alice Huang and Singapore-based Megaspeed. MBC examines suspicions that advanced Nvidia chips bought by Megaspeed were diverted to China, or made accessible to Chinese businesses through Southeast Asian data centers. Those are allegations presented by the broadcaster, not established findings.

The bulletin also carries the responses. It reports that President Donald Trump defended Jensen Huang, saying Huang had told him he did not know Alice Huang was a spy and that he believed him. China's Foreign Ministry spokesman Guo Jiakun rejects the espionage accusations as groundless speculation and an attempt to malign China. MBC separately examines an allegation that a U.S. Commerce Department inquiry into chip diversion was stopped following Nvidia lobbying and contacts.

Beyond the export questions, the program asks how dependent Nvidia has become on its co-founder. Its analysis focuses on concentrated leadership and succession planning, then turns to the company's interconnected investments and financing arrangements across the AI industry. Interviewees discuss whether a more cautious Nvidia could slow investment elsewhere, with consequences for Korean chip suppliers. These are possible repercussions, not outcomes the broadcast establishes.

There is a substantial lead-in before that coverage: the main Newsdesk broadcast begins around 41 minutes into the upload. Earlier digital reports cover President Lee Jae Myung's response to the U.S. midterms, controversy over his comments about foreign workers and multicultural-family support, pending court proceedings, and police investigations.

The Nvidia sequence closes with a contrasting domestic market picture: MBC reports a rebound in South Korea's KOSPI and shifts attention to AI companies' earnings, where investors will look for evidence about the industry's underlying business.

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