SK is getting "Love Call"...Why Big Tech CEOs continued to show affection [Y Record]

■ Host: Anchor Lee Jung-seop, Anchor Cho Ye-jin
■ Starring: Professor Heo Jun-young, Sogang University's Department of Economics

* The text below may differ from the actual broadcast content, so please check the broadcast for more accurate information. Please specify [YTN News START] when quoting.

◆ Anchor: SK Hynix's momentum is good right now. As you said, SK Hynix accounts for more than half of the market, so is it okay to say that it is unrivaled as it is? Or is there a feeling of anxiety to be unrivaled?

◇ Huh Joon-young: As I mentioned earlier, the situation would be different if the other two companies could supply Nvidia, but I thought Samsung would pass the quality test called the Qualification Test in the third and fourth quarters of this year, but I haven't heard from them yet. If you look at where semiconductors are going when HBM is produced, most of SK Hynix is going to Nvidia. In the case of Samsung, when HBM is produced, it goes to Google, AMD, and Amazon, and low-performance memory semiconductors are going to China. In the end, looking at this, I think this structure will not change much for the time being, and SK Hynix will continue to make a semiconductor called D-RAM, and if there is a line of highway, it will be faster to make one more space on top. I'm going to stack it like this. However, SK Hynix's own upgrade plan continues to come out, such as supplying 8-layer semiconductors and mass production of 12-layer semiconductors within this year, and developing and supplying 16-layer semiconductors next year. I think Nvidia is also keeping pace with these things.

◆ Anchor: Technology is very important in the market, so SK seems to be receiving a lot of love calls. Like Nvidia, big tech companies such as TSMC, MS, and Microsoft seem to be attacking each other.

◇ Huh Joon-young: Yesterday's case was SK's AI conference, so CEOs of various companies and AI-related CEOs could have come and talked about the possibility of future solidarity with SK. Basically, the characteristic of the industry called AI is that it has a very omnidirectional ripple effect. And the speed of technology development itself is an area where joint cooperation between companies is helpful for technology development rather than one company exclusively developing technology. In that respect, several companies yesterday. For example, the representative of OpenAI, which is using our ChatGPT, also wants to do something with SK Hynix. Or even TSMC said yesterday that there is something they want to do with SK Hynix, and there seems to be a good possibility that these things will become a reality.

Excerpted from
: Jeong Eui-jin, Editor of the Digital News Team