Samsung Electronics reportedly may supply HBM3E chips to Nvidia in Q2 - Press
Samsung Electronics is reportedly set to supply Nvidia with 12-layer HBM3E chips in Q2. This strategic collaboration aims to meet the growing demand for high-performance memory solutions driven by the rapid growth of AI applications. The partnership between Samsung and Nvidia is expected to shape the competitive dynamics of the HBM market and accelerate the development of next-generation AI applications.
Samsung Electronics reportedly may supply HBM3E chips to Nvidia in Q2 - Press
Introduction:
Samsung Electronics, the world's leading memory chip manufacturer, is reportedly on the verge of exclusively supplying Nvidia, the American technology giant, with 12-layer HBM3e chips starting in the second quarter of this year [1]. This development comes as the demand for high-performance memory solutions continues to surge due to the rapid growth of artificial intelligence (AI) applications.
Competitive Landscape:
The HBM3e market, which is expected to grow significantly in the coming years, is currently dominated by three major original equipment manufacturers (OEMs): Micron, SK Hynix, and Samsung [2]. These companies have already started shipping 8-layer HBM3e samples to customers, with Samsung being the latest to join the fray by announcing its first 12-layer HBM3e product in late February [2].
Samsung's Exclusive Collaboration with Nvidia:
Recent reports suggest that Samsung may exclusively supply Nvidia with its 12-layer HBM3e chips, further solidifying the partnership between the two companies [1]. This strategic alliance is expected to benefit both parties, as Nvidia continues to push the boundaries of AI technology, and Samsung aims to expand its presence in the high-performance memory market.
Market Implications:
The HBM3e market is projected to experience significant growth in the coming years, with TrendForce estimating that its value will expand from 8.4% of the overall DRAM industry in 2023 to 20.1% by the end of 2024 [2]. As Samsung and Nvidia continue to collaborate on advanced memory solutions, this partnership is expected to shape the competitive dynamics of the HBM market and accelerate the development of next-generation AI applications.
References:
[1] Alphabiz. Samsung may exclusively supply 12-layer HBM3e to NVIDIA. March 28, 2024. https://www.alphabiz.co.kr/news/view/20240328000024920.
[2] TrendForce. Memory Market Analysis Report - 2024. March 28, 2024. https://www.trendforce.com/news/2024/03/28/news-memory-manufacturers-vie-for-hbm3e-market/.
[2] Digitimes. Samsung to be Nvidia's exclusive supplier of HBM3e memory, says report. March 26, 2024. https://www.digitimes.com/news/a20240326PD204/samsung-hbm3e-supplier-nvidia-sk-hynix.html.
