00:03한국의 메뉴치 센터
00:05한국의 메뉴치 센터
00:05지금 시작된 AI의 수플리 체인
00:10삼성은 지금 V10 NAND으로 NVIDIA
00:14통합을 통해서
00:14DRAM, HBM, 그리고 Foundry
00:18그리고 세계의 너네네네네네들
00:21세계의 너네네네네러
00:21AI 서버 build-out
00:23It's Tuesday, July 21
00:26Let's take a look at
00:27KOREA의 industry sector
00:30Samsung has supplied NVIDIA across memory and logic for over a year
00:33Demand for AI server storage from global big tech pushed NAND orders sharply higher
00:39Samsung responded by converting older lines to newer, higher-density generations
00:45Here's what the numbers show
00:46Samsung commands 31.6% of the global NAND market
00:50the largest share, ahead of SK Hynix at 17.8%
00:55The company runs V9 production above 100,000 wafers a month
00:59with roughly 60% of its NAND capacity on that generation
01:03It's now starting mass production of V10, its 400-layer class chip for NVIDIA's AI servers
01:10Samsung is also accelerating V11, a 500-layer design, to hold its density lead
01:16Korea's semiconductor sector posted a 47% jump in first-half job postings
01:22a hiring signal tied to the same AI build-out
01:25So what does this mean for supply chain teams tracking AI hardware?
01:29Earlier, we said Samsung sits at the center of the AI server build-out
01:33Here's what that means for sourcing
01:35A single vendor now feeds NVIDIA across DRAM, HBM, Foundry, and NAND
01:41Concentrating both pricing leverage and supply risk
01:45Watch V10 yields and the V11 timeline
01:48because density gains set the cost floor for AI storage into 2027
01:53That's today's AI Prism, Industry Daily
01:55This episode was produced with AI assistance based on Seoul Economic Daily reporting
02:01and reviewed by a human editor
02:02AI Prism is a WAN-IFRA award-winning series
02:06We'll be back tomorrow
02:11We'll be back tomorrow
02:11cultivating low-allen
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