삼성, 엔비디아 납품 임박…젠슨 황 "HBM3E 검증 서두를 것"

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<span class="naver-splugin-c send_caption"><span class="u_hc">SNS 보내기</span></span> </a> </div> <div class="media_end_head_print"> <a href="#" class="media_end_print_link _PRINT_BUTTON" data-print-url="/article/print/015/0005060649" data-clk="print"><span class="blind">인쇄하기</span></a> </div> </div> </div> </div> </div> <div id="contents" class="newsct_body"> <div id="newsct_article" class="newsct_article _article_body"> <article id="dic_area" class="go_trans _article_content"> <strong class="media_end_summary">"8단·12단 모두 납품 가능성<br>승인 위해 최대한 빨리 작업"<br>SK하이닉스보다 물량 적을 듯</strong><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP is_small"> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a1"> <img id="img1" data-src="https://imgnews.pstatic.net/image/015/2024/11/24/0005060649_001_20241125003815426.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="사진=AFP" style="display: none;" /> </div> </div><em class="img_desc">사진=AFP</em></span>젠슨 황 엔비디아 최고경영자(CEO)가 지난 23일 “삼성전자 5세대 고대역폭메모리(HBM3E) 8·12단을 테스트하고 있다”며 “납품 승인을 위해 최대한 빨리 작업하고 있다”고 말했다.<br><br>블룸버그통신에 따르면 이날 젠슨 황 CEO는 홍콩 과학기술대 명예박사 학위 수여식(사진)에서 취재진과 만나 이같이 말했다. 젠슨 황 CEO는 “삼성전자로부터 HBM3E 8단과 12단 모두 납품받는 방안을 검토하고 있다”고 설명했다.<br><br>삼성전자는 지난달 31일 실적 설명회에서 “HBM3E의 주요 고객사 품질 테스트 과정상 중요한 단계를 완료하는 유의미한 진전이 있었고 4분기 판매 확대가 가능할 전망”이라고 밝혔다. 시장에선 “삼성전자가 HBM3E 8단부터 엔비디아 납품에 성공할 것”이라는 관측이 나왔다.<br><br>젠슨 황 CEO의 언급으로 삼성전자의 HBM3E 납품이 임박했다는 분석이 나온다. 삼성전자는 반도체산업의 메가트렌드인 ‘인공지능(AI) 칩’에 올라타기 위해 엔비디아에 HBM을 납품해야 하는 상황이다. 엔비디아도 납품 가격 협상력과 수급 등을 고려할 때 삼성전자의 HBM 공급이 필요하다.<br><br>삼성전자가 HBM3E를 엔비디아에 납품하더라도 물량은 SK하이닉스, 마이크론 등 경쟁사 대비 많지 않을 것으로 예상된다. SK하이닉스는 지난 3월 HBM3E 8단 양산을 시작했고 10월엔 12단 제품 생산도 본격화했다. 경쟁사가 공급 물량을 선점해 삼성전자가 차지할 수 있는 몫이 크지 않을 것이란 전망이 우세하다. 젠슨 황 CEO는 최근 열린 실적설명회에서 차세대 AI 가속기 ‘블랙웰’ 시리즈의 주요 협력사로 SK하이닉스, 마이크론, TSMC, ASM, 앰코(AMKOR) 등을 언급하며 감사의 뜻을 나타냈는데 삼성전자는 거론하지 않았다.<br><br>젠슨 황 CEO는 “도널드 트럼프 2기 미국 행정부가 첨단 반도체 수출 규제를 강화해도 기술 분야의 글로벌 협력은 계속될 것”이라고 내다봤다. 그는 “수학과 과학의 글로벌 협력은 오랜 세월 사회, 과학 발전의 토대가 됐다”며 “미국 새 행정부의 법과 정책을 준수하면서 기술을 발전시키고 전 세계 고객을 지원하는 균형을 맞춰나갈 것”이라고 말했다. 트럼프 2기 행정부는 첨단 기술의 대중국 수출 통제를 한층 강화할 가능성이 높다. 엔비디아는 미국 정부의 수출 규제로 중국 시장에 H100 등 최신 AI 가속기를 판매하지 못하고, 성능을 낮춘 제품(H20)을 공급하고 있다.<br><br>젠슨 황 CEO는 중국의 AI산업 경쟁력에도 높은 평가를 했다. 그는 “중국이 AI 발전에 기여해 왔다”며 “홍콩과학기술대가 중국의 개방 과학 연구에 중요한 역할을 하며 세계 AI 발전에 기여하고 있다”고 치켜세웠다.<br><br> </article> </div> <div class="byline"> <p class="byline_p"> <span class="byline_s">황정수 기자 hjs@hankyung.com</span> </p> </div> <div class="newsct_journalist"> <div class="newsct_journalist_inner"> <h4 class="blind">기자 프로필</h4> <div class="media_journalistcard _JOURNALIST_CARD _MORE_WRAP"> <div 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class="changecmt_img _LAZY_LOADING" alt=""></span><em>한국경제</em>가 이 기사의 댓글 정책을 결정합니다. <span class="changecmt_info"> <button type="button" class="changecmt_info_icon _layer_notice_btn _TOGGLE" data-target="_COMMENT_NOTICE_INFO_LAYER" data-classValue="is_hidden">안내</button><span id="_COMMENT_NOTICE_INFO_LAYER" class="changecmt_layer _layer_notice is_hidden"> <strong class="changecmt_info_title"><span class="changecmt_ico_help"></span>댓글 정책 언론사별 선택제</strong> <span class="changecmt_info_txt">섹션별로 기사의 댓글 제공여부와 정렬방식을 <br>언론사가 직접 결정합니다. 기사 섹션 정보가<br>정치/선거를 포함하는 경우 정치/선거섹션 정책이<br>적용됩니다. 단, 운영규정에 따른<br>삭제나 이용제한 조치는 네이버가 직접<br>수행합니다.</span> <button class="changecmt_btn_info_close _close_layer _TOGGLE" data-target="_COMMENT_NOTICE_INFO_LAYER" data-classValue="is_hidden">레이어 닫기</button> </span> </span> </p> </div> <div id="cbox_module" class="_COMMENT _COMMENT_HIDE"> </div><div class="rankingnews mobile_hidden is_hidden _TEMPLATE" data-grid-template-column-aside="true" 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