[Special Stock] Nvidia Seeks 'Han Cooling Immersion Partner'... Samsung Gongjo Surges

The stock price of Samsung Gongjo is soaring. This is interpreted as reflecting related expectations following news that Nvidia is looking for a domestic immersion cooling supplier.

As of 10:35 a.m. on the 24th, Samsung Gongjo's stock price is trading at 15,950 won, up 2,430 won (17.97%) compared to the previous trading day.

This surge in investor sentiment appears to be driven by reports that Nvidia is seeking a domestic immersion cooling supplier to address the heat dissipation issues of its next-generation graphics processing unit (GPU), Blackwell.

Jensen Huang, CEO of Nvidia, unveiled the 'GeForce RTX 50' series at CES 2025, the world's largest IT exhibition, held from the 7th to the 10th of last month. However, a few days later, it was reported that orders from customers were being canceled or delayed due to technical defects such as overheating in Nvidia's Blackwell, raising concerns about heat issues.

Nvidia has been discussing cooperation on cooling systems to solve the GPU overheating problem. However, as demand gradually increases, it is also reportedly seeking collaboration with domestic immersion cooling companies to expand its supply chain.

Samsung Gongjo mainly develops cooling systems for automobiles.