英伟达，要求独供

Group 1 - Nvidia has requested Samsung Electronics to expedite the supply of its sixth-generation high bandwidth memory (HBM4), indicating a competitive race for HBM4 supply among AI semiconductor designers like AMD and Google [1] - Samsung and SK Hynix are currently conducting final quality tests on HBM4, but Nvidia's demand to accelerate supply regardless of test results suggests a shift in the dynamics of supplier relationships [1] - The domestic memory companies have seen record performance due to the "memory supercycle," positioning them as "super suppliers" in the global AI and semiconductor supply chain [2] Group 2 - SK Hynix is projected to capture 54% of the global HBM4 market this year, while Samsung Electronics is expected to hold 28%, together accounting for over 80% of the market [2] - The shift in the semiconductor market is reflected in the earnings outlook for Samsung and SK Hynix, with Morgan Stanley predicting Samsung's operating profit to reach 245 trillion KRW and SK Hynix to reach 179 trillion KRW, significantly up from last year's figures [2] - The increasing demand for memory, driven by AI advancements, has led to a shortage of general memory, enhancing the bargaining power of memory companies [2]