[몰아보기] 반도체 소부장 전략 AtoZ? 한 방에 정리!!

Your tech navigator, Athena. It's been a while. Yes. Let's get started. You mentioned that Samsung Electronics is the only company in the world that has design, foundry, HBM, and packaging under one roof. The structure looks perfect, but why hasn't it been able to win until now? Did having too much turn into a poison? Today, I'd like to

explain the landscape of the Samsung empire versus the alliance by comparing it to the movie "Avengers." There might be a slight barrier for those who haven't seen the movie, but many people in my channel are a bit older, so I think you'd generally know what it is. In "Avengers," heroes like Captain America, Iron Man, and Black Panther

join forces, right? Yes. They fight against a massive villain named Thanos, and Thanos has a gauntlet. He has an incredible gauntlet, and I'm not sure if you saw the end of the movie, but when Thanos snaps his fingers like this , half the population of the entire universe disappears. Yes. That's how powerful it is. But for that gauntlet

to become powerful, it needs something. You have to embed stones here. Stones. You need to embed three stones, and Samsung seems like Thanos. Samsung has advanced foundry and also has memory. That's two. What is the last one? Advanced packaging, which can combine advanced logic and memory into one. That is the third stone; the structure

where Samsung possesses those powerful elements is good, but when you look at them one by one, they are all lagging behind. In terms of design and foundry, NVIDIA is in design and TSMC is in foundry—especially front-end process foundry—where Samsung is overwhelmingly behind. Yes. Right now, in the foundry sector, TSMC has a 70%