저자: 미상 · 한국인
요약 보기
AMD CEO 리사 수의 방한과 삼성전자·네이버 협력 가능성을 다룸. 삼성 월봉 차트상 상승 추세 유지를 강조하며 매수 관점 제시. 삼성은 MI350에 HBM3E 12단 공급 이력과 엔비디아향 HBM4 출하 경험을 근거로 제시. AMD 차세대 MI450용 HBM4 공급 계약 기대감 강조. 네이버 데이터센터·하이퍼클로바X 관련 협력 가능성도 언급. 18일 일정 관련 계약 규모·협력 발표 여부를 관전 포인트로 제시.
다듬은 글
hello. To the wealthy Magic TV viewers . Thank you for taking the time out of your busy schedules to watch my video today . Today is the early morning of March 12, 2026. The topic we will discuss today is. There is news that AM CEO Lisa Su is planning a standardized plan. I am coming to meet Samsung Electronics and Naver .
Will the AI alliance be successfully formed? Take a look. To Samsung Electronics shareholders and investors watching the upside of the AI semiconductor battleground. Today, some truly heart-fluttering news was delivered. Do you happen to know who the Semiconductor Empress is? That's right. This is Lisa Su from AMD.
There is news that CEO Lisa Su is visiting Korea for the first time . Is this just a simple visit? no. It is said that he plans to meet in person with Samsung Chairman Lee Jae-yong and Naver CEO Choi Soo-hyun . They are in close pursuit of Nvidia. Will AMD's partnership with Samsung Electronics signal an attempt to overturn the landscape of the AI accelerator market?
What do you all think ? Let's take a look at the key perspective points of Lisa Su's plan through today's video . I have brought the monthly chart for Samsung Electronics . At that time, it underwent an ABC correction and experienced a massive drop. However, the reversal warning point was broken from the bottom with a bullish candle .
So, then this becomes the buying point. It underwent a correction, and this is a buying point. It underwent a correction, and this is a buying point after the previous high also became a buying point due to the bullish breakout. After that, this is also a buying point due to the bullish breakout, and it underwent a bit of correction.
It has received about this much and is currently on an upward trend. If the previous high is the highest point, then... If it breaks through the peak with a bullish candle, it could lead to a new market price . However, if it collapses here, or if a bullish candle forms here and then a bearish candle forms like this...
If a bearish candle forms like this, this will be the selling point. Since it is still in progress, we should keep an eye on it. It is still continuing its upward trend. Then why is Lisa Su's first episode airing now? Uh, why now? AMD currently ranks second in market share in the global AI accelerator market, following Mvidia.
However, AMD is growing at a formidable pace as big tech companies such as OpenAI and Meta successively sign large-scale contracts . If you look at AMD's strategy, they will likely need even more powerful next-generation AI chips to prevent Nvidia from dominating . And Samsung will be an essential partner.
What is absolutely necessary for configurable AI? That's right . This is because HBM memory must be installed. The prevailing analysis is that since CEO Uisasu visited Korea in person, the move was intended to secure the next-generation HBM supply chain. Then. Let's take a look at Samsung Electronics' key to securing the AMD HBM4 lead .
The biggest expectation is also the HB supply contract. Uh, I’ve summarized the reasons why Samsung Electronics has the advantage. Samsung Electronics has a solid partnership with AMD, having already supplied 5th generation 12-layer HBM 32 products for AMD's AI accelerator, the MI 350 . And the one that holds the HBM technology is none other than Samsung Electronics.
It's currently at the highest level in the industry. This is because they are putting extra effort into the development of 6th generation HBM4, which achieves a data processing rate of 13G per sheet . NVIDIA supply references are also important. Last month, you proved your technological prowess by shipping the HM4 to NVIDIA for the first time in mass production .
The industry predicts that CEO Lisa Su will coordinate the supply of H4 chips to be installed in the next-generation accelerator, the MI 450, with Samsung Electronics. If news of a large-scale contract emerges from this meeting, the performance of Samsung Electronics' Asiana semiconductor division will skyrocket to unimaginable heights.
Then, since stock prices are linked, would n't they rise? What do you all think ? And also. It is reported that CEO Lisa Su is also collaborating with Naver CEO Choi Soo-hyun, following her collaboration with Samsung Electronics . It seems like it is for building the AIM infrastructure to optimize the data center .
Um, Naver operates the largest data center in Korea and uses its own AI model. It is reported that HyperClova X is being advanced, and discussions are expected to take place regarding the deployment of AMD's latest chipsets, optimized for Naver's data centers . From AMD's perspective, this secures a strong AI infrastructure base in the Korean market, while for Naver, it is a win-win strategy that allows for cost reduction by lowering its dependence on Nvidia .
hmm. hmm. Then. I will summarize the final key points for investors. Here is the conclusion. Regarding the schedule for CEO Lee Sa-soo's proposal scheduled for the 18th, we should pay attention to the following three outcomes . First, the contract to secure HM4 volume and the diversification of memory supply.
Finally, we need to look at Naver and its actual infrastructure achievements. It is also important to see whether Samsung Electronics' HBM4 will be supplied exclusively or as the main component for AMD's next-generation MI450, and whether there will be an announcement of comprehensive cooperation regarding the entire lineup of AI-specialized memory across the board .
Also, we should keep a close eye on the specific scale of data center chip supply and whether the names of cooperation projects are announced . Okay then, I'll wrap up today's video with some accumulation talk . I believe that Samsung's true counterattack is just beginning. This plan by Misasu CO. Oh, it's not ordinary, is it?
This will be a significant turning point for Samsung Electronics to once again stand tall as a key player in the AI semiconductor market . If Samsung Electronics secures a major partner like AMD following NBDI, what will the future look like? Wouldn't it receive an evaluation on a completely different level than it does now ?
That's all for today's video . Let's keep a close eye on the moves of the CEO of Misasu together. That's all for today's video. I will do my best to bring you even better content tomorrow .
Comments 0