Chips & deep tech · Article
Nvidia CEO Exit Shakes Chip Supply Chain as Samsung Foundry Wins US Big Tech Deals
디지털데일리 ·
At a glance
Nvidia's CEO Jensen Huang stepped down after 33 years amid a scandal and US congressional pressure, leaving a temporary finance-led management team. Samsung Foundry is winning US big-tech customers by offering a turnkey package that combines memory and chip manufacturing.
Key points
- Jensen Huang resigned immediately as Nvidia's CEO and board member, and the board named a temporary CEO.
- Some expect delays in decisions on next-generation HBM4 memory specs and supply allocation.
- US Congress and the Commerce Department are expected to investigate Nvidia chip smuggling routes to China.
- Samsung Foundry secured a second US cloud company customer in the third quarter, following one in the second quarter.
Why it matters
Nvidia's leadership change and China chip rules could affect Korean memory and battery makers, while Samsung's new customers could help its foundry return to profit.
Original source
엔비디아 톱다운 시대 종말… 美 빅테크 잡은 삼성 파운드리 `턴키 전략` [위클리반도체]
디지털데일리 · Nov 15, 08:16 KST
Read on 디지털데일리 ↗AI summarized the original article. Check the original for accuracy. Copyright belongs to 디지털데일리.
More from this field
- Musk and Other Tech Leaders Back Petition to Reinstate Nvidia CEO Jensen Huang
A petition asking Nvidia to bring back its recently ousted CEO Jensen Huang had gathered more than 115,000 signatures by Saturday afternoon. Signers include Nvidia employees, former employees, and shareholders, as well as tech leaders such as Elon Musk. The petition argues Huang was removed without a fair process and asks the board to let an independent investigation establish the facts.
TechCrunch · Nov 15, 06:41 KST - Intel Engineers Reportedly Doubt Nova Lake Can Keep Up With AMD's Zen 6
Sources close to Intel reportedly say the company's engineers doubt that its upcoming Nova Lake processors can compete with AMD's Zen 6 chips. The doubt comes from AMD's claimed gains in per-clock speed and clock speed. The report notes these AMD numbers may not hold up in final products.
GameGPU · Nov 15, 04:39 KST - Air Traffic Meltdown Traced to a Routine Fiber Upgrade at a Remote Site
A nationwide air traffic communications failure and a rare nationwide ground stop were triggered by a routine network upgrade at a remote facility. The contractor L3 Harris was doing the work. Officials have not yet found out whether the cause was contractor error or faulty equipment.
The New York Times · Nov 15, 03:24 KST - Asian Governments Respond as Nvidia CEO Jensen Huang Steps Down
Governments across Asia are responding to Jensen Huang's departure as Nvidia's CEO. South Korea says Nvidia still plans to supply 260,000 advanced GPUs, and Taiwan says its Nvidia headquarters plan remains on track. Singapore's investigation into a former Megaspeed executive, Alice Huang, is also ongoing.
TechCrunch · Nov 15, 01:34 KST