The beginning of the HBM Three Kingdoms that will shake up the memory semiconductor landscape

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티타임즈TV

Published on Jun 26, 2024
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The memory semiconductor market, where Samsung Electronics has always been in first place, is booming. This is because of the next-generation memory semiconductor, HBM, which is attracting attention in the AI ​​era. When it first appeared 10 years ago, HBM was a burden because no company wanted to use it. So Samsung Electronics reduced its development team for this semiconductor. Now, it has become a semiconductor that even Nvidia is lining up to receive. However, Nvidia only uses SK Hynix's HBM. We will take a look at the behind-the-scenes story of the war between global memory companies supplying Nvidia. Editing: Video Designer Park Eui-jeong Filming: PD Jang Min-ju Text/Data: Reporter Lee Jae-won Thumbnail: Video Designer Park Eui-jeong ▶ Ttimes Official Website http://www.ttimes.co.kr/index.html ▶ Ttimes Email [email protected] #HBM #SK Hynix #Samsung Electronics 00:00 Intro 00:20 Changes in the HBM Competition Structure 02:10 Is Samsung Electronics' HBM a Failure? 06:01 Why SK Hynix reversed course 07:15 Samsung vs. SK Hynix, what is the competition outlook? 10:16 Conclusion

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