[컴퓨텍스2026] 삼성전자, HBM5 첫 공개…송재혁 CTO "IDM 강점으로 승부"

Samsung's HBM5 strategy reveals that next-generation AI memory competitiveness depends on integrated system optimization—coordinating DRAM, foundry, packaging, and thermal management—rather than isolated component performance. This approach crystallizes the structural advantage of IDM companies (integrated device manufacturers) over fabless or pure-play competitors lacking control over the full value chain. As AI workloads push thermal and bandwidth boundaries, memory differentiation will depend on seamless subsystem integration, not raw specifications.