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미국주식 종목분석/반도체주

삼성전자는 엔비디아와 함께할 수 없다. 발열문제를 잡지를 못하고 있기때문.

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It's breaking news from Reuters.

삼성전자는 엔비디아와 함께할 수 없다.
발열문제를 잡지를 못하고 있기때문.

Several Korean media outlets have been excited that Samsung has decided to deliver HBMs to Nvidia because it has been washing Samsung Electronics, but according to the just-released Reuters breaking news, Samsung failed the Nvidia test due to the fever problem.

Samjeon is not an MR-MUF method in which liquid is injected after temporary bonding between Hynix's substrates, but an NCF method in which a film is attached between substrates, which is quite disadvantageous in terms of heat generation and is a structural problem, so it seems to be a difficult factor to overcome.

Samjeon also shed tears to the media that it is considering introducing the MR-MUF method, but since the MR-MUF material was developed as a joint development project (JDP) between Namix and Hynix in Japan, and Hynix has exclusive rights, Samjeon cannot introduce it even after paying the money in tabloid.

In the end, due to this difference in technology, Samjeon did not pass Nvidia's Qual.

Nevertheless, all Korean media reported that Samjeon would soon deliver HBMs to Nvidia, but according to Reuters' breaking news today, Samjeon could not even pass the test and could not even dream of delivering it.

This is the breaking news of Reuters, in which the Korean media's chicken behavior is clearly revealed.

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