Jensen Huang, CEO of NVIDIA, visited Japan, Singapore, Malaysia, and Vietnam, meeting with leaders in each country. His strong interest in Southeast Asian countries is particularly noteworthy. While he received a lukewarm response in Japan, he demonstrated a proactive stance in Malaysia and Vietnam, announcing plans for AI investment and center establishment. Is NVIDIA's move simply business expansion? What connection does it have to China's technological advancement, Taiwan's threat, and the US's strategy for stabilizing the semiconductor supply chain? What role can ASEAN countries play in the US semiconductor security strategy, and what position should South Korea take? These questions arise, and the article provides further details.