음 삼성반도체는 일단 위기상황이군요

In March, NVIDIA CEO Jensen Huang said he was testing Samsung Electronics' HBM, adding, "I have high expectations."

음 삼성반도체는 일단 위기상황이군요

After that remark, many media outlets made Samsung Electronics' HBM deliveries a fait accompli and published articles analyzing whether it was the third or second quarter of this year.

Today, a media outlet published an article that Samsung's HBM3E test did not pass.

Let's look at one of the articles.

["It is true that Samsung HBM was judged to be defective, but it is because it applied SK Hynix's standards," he said. "We are accepting it as a monny of TSMC, an Nvidia GPU producer."

What this means is that NVIDIA's GPU is made by TSMC, and I tested it with Samsung HBM instead of Hynix HBM, but it came out defective.

This is a given.
When we upgrade the memory from our laptop, we can use it regardless of whether it is Samsung or Hynix as long as the capacity and specifications are right.
That's what memory products used to be like.

But HBM is different.
It's not something that consumers can change, but it's installed in Nvidia or AMD's products from scratch.
It assembles the processor (SOC) and the HBM as close as possible on the substrate to make it one product.

To do this, Nvidia or AMD, which designed the product, needs to accurately match the specifications they want.
But NVIDIA's GPU is made by TSMC instead.
So if the TSMC says it can't be used, it's just that.
SK Hynix said it would cooperate with TSMC in developing next-generation HBM.
That was to make sure that there is no problem with the next generation HBM test process with TSMC from the development process.

Even with the same HBM, there is bound to be a difference between SK Hynix and Samsung Electronics.
The equipment you make is already different.
Samsung Electronics is in competition with TSMC after doing foundry business.
So, as long as Nvidia entrusts TSMC with GPU production, there is no possibility of delivering it over SK Hynix.

You can see from Nvidia's choice of Micron of the U.S. over Samsung Electronics as the second supply line.
Micron is not, at least, a competitor to TSMC.

Technology development, it's important.
But it has also become important to work with and compete with who within the semiconductor supply chain.
It seems that no one in Samsung Electronics even thinks of that.