NVIDIA wants all of the high-bandwidth reminiscence HBM3E it may well get. There’s insatiable demand for its AI accelerators and it may well’t make them quick sufficient. It is primarily sourcing HBM3E chips from SK Hynix and although Samsung has been within the working for a while now, its chips have not but been in a position to meet NVIDIA’s necessities.
NVIDIA CEO Jensen Huang has stored Samsung’s hopes alive for the higher a part of the yr, publicly stating on multiple event that approval for Samsung’s HBM3E chips is coming quickly. He is stated that but once more over the weekend, so the parents over at Suwon will maintain their fingers crossed.
Samsung’s watch for NVIDIA order could be ending quickly
Huang has been very vocal in his reward of Samsung’s HBM3E chips. He even personally visited Samsung’s sales space at NVIDIA’s GTC 2024 convention and signed “Jensen authorised” on the show set up for the HBM3E 12H reminiscence chip. That occurred in March 2024 but no approval got here till June the place it was stated as soon as once more that it might be forthcoming. Hopes had been raised but once more in July 2024 however no approval materialized.
Talking at a ceremony over the weekend, Huang as soon as once more prompt that Samsung might quickly be part of NVIDIA’s provide chain for HBM3E chips. He added that NVIDIA is working as quick as it may well to certify Samsung’s chips, with each 8H and 12H HBM3E chips into account. Business watchers are as soon as once more hopeful that these remarks imply Samsung might in the end clear this bottleneck and win a profitable order from NVIDIA.
For Samsung, this approval cannot come quickly sufficient. The corporate’s dominance within the reminiscence chip phase is already below stress from the Chinese language reminiscence makers for legacy merchandise. It is unable to meet up with SK Hynix within the HBM3E race. Samsung’s focusing extra on HBM4 reminiscence now to raised capitalize on the next-generation normal.
