Nvidia Shares Are Down 5.74

Nvidia Shares Are Down 5.74% On U.S. Stock Market Last Night. Not just Nvidia.
TSMC shares fell 4.57% and Broadcom closed down 6.33% and AMD and Qualcomm closed down 2.77% and 1.02%, respectively.
The Philadelphia Semiconductor Index fell 4.53% and yesterday was a nightmare for semiconductor stocks.

So, why did it fall so low?
Before that, I don't invest in U.S. stocks.
As someone who once shouted Yankee Home, how would you buy U.S. stock?
I told you, I don't buy shares in a company I can't cheer for.

And I'm not even a stock expert. If you know a lot about stocks, do you make money out of them? Would you still work in a semiconductor factory at this age?
So what I'm talking about is not about stocks, it's about the semiconductor industry.

Back to the business, why did Nvidia's stock go down yesterday?

"The drop is attributed to Nvidia's latest chip Blackwell, which is experiencing supply shortages, reportedly needs more time to meet demand," Yonhap reported.

Nvidia Chief Financial Officer said in an interview with investment bank Morgan Stanley the day before, "It will take some time to meet all the demand for the new Blackwell chip due to supply issues."

NVIDIA's stock price is falling because it can't meet the demand for Blackwell, which costs 50 million won each.

In other words, the demand for Blackwell is so high that the supply is running.
It's a company that sells as it makes it, but is it just me that the stock price goes down after hearing that?

I know. Investors think Nvidia can meet all the high demand, and they think the current stock price is reasonable, but they're disappointed that Nvidia can't do it.

News 1 had another story: "NVIDIA shares plunged nearly 6% as Alibaba announced a chatbot more efficient than DeepSeek, and the prospects of U.S. semiconductor designer Marvell Technology (hereinafter referred to as Marvell) fell short of market expectations, raising concerns about artificial intelligence (AI) demand once again."

Earlier, they said demand was too high, but now concerns about demand have risen rapidly.
I wish I could do just one either way.

In addition, Marvell's performance in supplying customized AI chips to Amazon and Microsoft fell short of market expectations also contributed to the Nvidia plunge.
The low performance of Marvell proves that big IT companies are still more dependent on Nvidia.

I don't understand interpreting this as the overall demand for AI chips is falling.
It's just that the stock price has dropped significantly all night, so I think what happened in the meantime has been matched to the stock price drop.

I think it would be more convincing to say that people who wonder what hope there is in a country where Trump is president are turning their stocks into cash.

As I said before, I don't know much about stocks, so I have no idea what Nvidia's stock will be like.

But I do know one thing. Why Nvidia can't handle all the demand.
The most common story of Jensen Hwang last year was that Samsung Electronics' HBM will soon receive the quality.
I went to the Samsung Electronics booth and wrote approval on the HBM and even signed it.

But how are you now?
There's a lot of speculative news, but Samsung Electronics still hasn't been able to put HBM in Nvidia.

SK Hynix is in charge of almost all HBMs that go into Nvidia's Blackwell right now.
But we can't meet all the demand just by supplying it from SK Hynix.

SK Hynix decided to close its non-core business, CMOS image sensor business, and turn its personnel and facilities toward HBM.
Cheongju and Icheon are also undergoing expansion and process conversion.
It's all a struggle to handle the spell that comes from Nvidia.

They use Micron's HBM, but they still lack production.
I'm only now building a memory fab in the U.S. and building an HBM assembly facility in Singapore, but I need more time.

Right now, we have no choice but to rely entirely on SK Hynix for NVIDIA's supply of Blackwell.
That's why I kept asking Samsung Electronics to make it properly.

Last month, the news came out that Vice Chairman Jeon Byung-hyun took the HBM3E, which was redesigned and made 1a, to Jensen Hwang.

As I mentioned in the previous article, it's inferior to the HBM3E made using 1b.
For Jensen Huang, you can't use this on the latest products like Blackwell.

Samsung Electronics sells Exynos for domestic sales and high-performance Snapdragon for overseas sales in its smartphone Galaxy S24, but Nvidia can't do that.

So how upset would Jensen Huang be?
So, is there a possibility that Samsung Electronics will make and supply proper HBMs over time?

It was in 2021 that 1a was developed.
Samsung Electronics couldn't even make it properly, so it redesigned it this time.

1b can't even go anywhere to give out a business card, and Samsung Electronics still hasn't developed 1c, which SK Hynix developed in August last year.

Samsung Electronics said it would make HBM4, the next-generation product, using 1c instead of 1b, but how can it build HBM by stacking it up with something that has not been developed yet.

If Nvidia's stock price fell last night because it failed to meet the demand, half of that responsibility is Samsung Electronics, which is not making HBM properly.

I hate Lee Jae-yong, the third generation of conglomerate who succeeded Samsung for illegal activities, but Samsung Electronics has to do well.
Samsung Electronics has such a large share of Korea's industry.

Even if Samsung Electronics' HBM is qualified by Nvidia and delivered with SK Hynix, SK Hynix has nothing to lose.
The demand is higher than that.

Actually, I'm rooting for Samsung Electronics to do well.
Lee Jae-yong, can't you step down when you step down?
That's because I think it'll work out well.