[컴퓨텍스2026] 젠슨 황 "공급 제약 여전"…삼성 성과급 질문엔 "많이 줘야"

NVIDIA's acknowledgment of persistent supply constraints in HBM signals that memory bottlenecks will continue shaping the AI infrastructure race, significantly enhancing the bargaining power of suppliers like Samsung and SK Hynix. With competition rapidly shifting from HBM3E to HBM4, these Korean memory makers are positioned as critical gatekeepers whose capacity, reliability, and certification speed will become decisive competitive advantages. This supply-side leverage underscores how the AI chip market is increasingly driven by memory availability rather than pure GPU compute performance.