Samsung introduced its earnings for the third quarter earlier immediately. A big a part of its earnings name was spent discussing reminiscence chips since these are thought of the corporate’s largest supply of revenue. Nevertheless, the corporate had issues getting its high-bandwidth reminiscence (HBM) chips permitted by Nvidia, the world’s largest AI chip agency.
Now, the corporate has hinted that Nvidia has permitted its flagship HBM chips.
Samsung’s HBM3E chips seemingly permitted by Nvidia, shipments prone to begin quickly
Throughout Samsung Electronics’ convention name with buyers, a Kim Jae-june, Vice President of Samsung Electronics’ Reminiscence Enterprise mentioned, “We’re at present mass-producing each eight-layer and 12-layer HBM3E merchandise.” Normally, mass manufacturing begins solely after a shopper has permitted the standard of chips, and on this case, it seems that Samsung’s 8-layer and 12-layer HBM3E chips have been permitted by Nvidia.
Kim famous that the corporate has made vital progress in assembly high quality requirements set by a serious buyer (more than likely Nvidia). Nvidia’s newest GPUs are being devoured up by companies like Meta and Microsoft for AI providers. And Nvidia’s GPUs use HBM reminiscence. As of now, Nvidia makes use of Micron’s and SK Hynix’s HBM reminiscence chips in its AI GPUs.
Samsung had been struggling to get its HBM chips permitted by Nvidia. Nvidia permitted a few of its lower-tier chips however just for GPUs that are supposed to be offered to Chinese language companies. If Samsung manages to ship its HBM3E chips to Nvidia, it could get numerous income and revenue from these chips.
The South Korean agency mentioned that within the third quarter of 2024, the gross sales of its HBM chips rose by 70% in comparison with the earlier quarter. It additionally famous that gross sales of its fifth-generation HBM3E chips are anticipated to contribute 50% of all HBM gross sales. These chips will reportedly be offered to a number of clients, which might embrace AMD.
Samsung additionally mentioned it’s already creating HBM4 chips and its mass manufacturing is predicted to begin within the second half of 2025.