Yesty is showing strength. Jensen Huang, CEO of NVIDIA, revealed that Samsung Electronics' HBM (High Bandwidth Memory) products will be installed in NVIDIA products, highlighting Yesty's supply of core HBM equipment to Samsung Electronics.
As of 10:59 AM on the 5th, Yesty is trading at 18,750 KRW, up 5.1% from the previous day.
At a press conference held at the Grand Hi-Lai Hotel in Taipei, Taiwan, the previous day, NVIDIA CEO Jensen Huang responded to a question about the plan to install Samsung Electronics' HBM by saying, "We are working with three partners: SK Hynix, Micron, and Samsung Electronics," and added, "All three will supply us with memory, and NVIDIA is working to ensure they are qualified and can be integrated into our manufacturing system as quickly as possible."
Regarding rumors about Samsung Electronics' HBM quality test failures raised by some, he gave a direct answer, saying "No." CEO Huang stated, "It is not a failure for any reason," and added, "The testing is simply not finished yet, and patience is required. There is no behind-the-scenes story here."
In the market, as CEO Jensen Huang directly denied the reports of qualification test failures, it is expected that Samsung Electronics will soon supply HBM to NVIDIA.
Meanwhile, Yesty announced that on the 3rd, it signed a supply contract worth 6 billion KRW for core HBM equipment with Samsung Electronics, pushing the cumulative order amount for HBM equipment beyond 38 billion KRW. Among the HBM equipment Yesty secured this time are not only wafer pressing equipment but also an initial quantity of a new item, atmospheric pressure equipment. Atmospheric pressure equipment is necessary for maintaining a high-purity environment and precise temperature control during the stacking and underfill processes of semiconductor wafers. It plays a role in reducing HBM defect rates and improving productivity.
© The Asia Business Daily(www.asiae.co.kr). All rights reserved.
