There’s a company called Padura. It’s a company that makes semiconductors that are used in data centers. Customers are companies that run large data centers such as Meta and Google.

It’s a semiconductor used by Meta and Google, so of course it has to be the best in the world. The competitors are the world’s No. 1 companies in that field, such as Marvell.

Not long ago, the government said it would grow Fabless 10 times. It’s very hard to grow a semiconductor company. It’s hard to make semiconductors, but we don’t sell semiconductors with moderate performance. I have to make the next version by gaining experience and making money by selling, but I don’t have anyone to buy it for me.

That’s why I ask the government to buy it a lot. It’s not technology that can be sold in the market, so the government asks me to buy it as support. That’s how most small and medium-sized semiconductor companies live. Many small and medium-sized semiconductor companies participate in government events because the government is the most important customer.

From the beginning of the business, Padu aimed to deliver to global big tech, and sales continued to be zero. Starting with Meta, we’re also supplying to Google. It’s a tremendous pleasure for small and medium-sized semiconductors in Korea. I don’t know if there are any other Korean system semiconductor companies that supply big tech properly. Additionally, they are discussing contracts with other big tech companies and are also making semiconductors for SpaceX to use in space.

Prosecutors recently indicted Fadu. They allegedly bribed executives to deliver to Hynix and listed him as a fake sales plan with false sales data.

Padu’s real customer is Meta, not Hynix. It’s Meta, not Hynix, that chooses the company. But I don’t understand the context of bribing Hynix executives.

Hynix supplies general purpose memory semiconductors (NAND flash) and Padu supplies dedicated semiconductors (controllers).

As controversy arose and the relationship became ambiguous, Meta is supplying Sandisk and Padu instead of Hynix. It proves that Meta’s choice is important, not Hynix.

Delivering to big tech data centers is the dream of every semiconductor company in the world. It’s huge. There’s also a risk. It means that there are fewer big data center companies. When it’s cut off, it’s cut off greatly.

In Nvidia alone, 90% of total sales are directed at data centers, with a small number of big tech companies such as Google, Amazon, and Meta MS accounting for more than 50%. If even one place doesn’t receive supplies, the damage will be huge.

It was Meta that made a big deal for a small company, Padu, and when Meta delayed its investment in the data center, sales disappeared in an instant.

At that time, most big tech companies’ investment in data centers was delayed. Korea’s entire SSD exports plummeted. Big companies like Samsung Electronics and Hynix also have a lot of other sales, so even if the sales go to zero, it’s less obvious. But Padu’s sales are gone because the product line and customer group are not diverse. It’s not completely over, so we’re delivering it again after that point.

There are very few small and medium-sized businesses that have achieved results by competing at the world’s highest level without relying on the government. The semiconductors needed for AI data centers that are not in other fields but the world’s most focused on are of national importance as well.

We should get where the legal judgment is needed. Guilty or not guilty will take some time to come to a conclusion. It’s a pity that some very important deals could take a toll and become irreparable along the way.

If you are punished according to your legal judgment, of course, you should be punished. What can you do about international contracts being disrupted and lost opportunities in the process of being judged.