Maeil: Samsung may supply HBM3E chips to Nvidia in Q2
Samsung Electronics is set to become the exclusive supplier of advanced HBM3E memory chips to Nvidia in Q2. This collaboration is expected to contribute significantly to the advancement of AI semiconductors and boost Samsung's profits. Samsung's HBM3E memory offers a 50% higher performance and capacity compared to competitors. The partnership with Nvidia further solidifies Samsung's position in the technology industry.
Maeil: Samsung may supply HBM3E chips to Nvidia in Q2
Samsung Electronics, a leading technology company, is set to make a significant contribution to Nvidia's upcoming AI semiconductors by becoming the exclusive supplier of advanced HBM3E memory chips. This collaboration is expected to begin in the second half of 2024, according to recent reports [1].
The high demand for Nvidia's AI semiconductors, driven by the ever-growing need for advanced AI applications, necessitates the use of high-bandwidth memory modules. Samsung, with its focus on the memory semiconductor market and recent advancements, is well-positioned to meet this requirement [2].
Samsung's latest HBM3E memory offers a significant improvement over its competitors. The company has developed a 12-layer version, which is the same height as the 8-layer HBM3E but boasts a 50% higher performance and capacity [2]. This innovation allows Samsung to potentially outshine rivals like Micron and SK Hynix, who have yet to match Samsung's advancements in this area [2].
By becoming Nvidia's exclusive supplier for HBM3E memory chips, Samsung stands to benefit from improved profits in its struggling semiconductor division. The company is expected to start supplying these chips to Nvidia by September 2024, but no specific details have been confirmed by Samsung [1].
Nvidia's recent praise of Samsung's HBM3E technology further solidifies their collaboration. This close partnership is expected to contribute significantly to the advancement of AI semiconductors and further solidify Samsung's position as a leading player in the technology industry [1].
References:
[1] Servethehome. (2023, March 14). Samsung HBM3E 12H 36GB In Production Q2 2024. Retrieved from https://www.servethehome.com/samsung-hbm3e-12h-36gb-in-production-q2-2024/
[2] Sammobile. (2023, March 2). Samsung likely to be sole supplier of advanced HBM3E chips to Nvidia in 2024. Retrieved from https://www.sammobile.com/news/samsung-likely-sole-supplier-of-advanced-hbm3e-chips-to-nvidia-in-2024/
