Samsung’s ambition to become NVIDIA’s primary HBM supplier remains alive and thriving, as new reports highlight significant progress being made by both companies.
NVIDIA’s CEO Jensen Huang Stresses Rapid Development with Samsung for AI HBM Supply
For those unfamiliar, Samsung has faced hurdles in its quest to secure NVIDIA as a customer in the competitive HBM market. Just weeks ago, reports revealed that Samsung had yet to finalize its deal with NVIDIA, leading to financial strain and speculation that the partnership might not materialize. However, fresh developments indicate that the situation is shifting.
According to Bloomberg, NVIDIA’s CEO, Jensen Huang, confirmed during an event at the Hong Kong University of Science and Technology that the company is actively working with Samsung to certify its AI memory chips. Huang emphasized that NVIDIA is moving “as fast as possible” to incorporate Samsung’s HBM technology into its supply chain. The partnership focuses on securing Samsung’s 8-Hi and 12-Hi HBM3E chips, which are in high demand due to NVIDIA’s rapidly expanding AI chip requirements.
For Samsung, successfully partnering with NVIDIA would mark a pivotal moment in its efforts to solidify its position in the AI market. Such a deal would not only align Samsung with major competitors like SK hynix but also signal a bullish outlook for investors. By entering NVIDIA’s supply chain, Samsung stands to unlock significant growth opportunities, including leveraging its existing semiconductor manufacturing capabilities to support NVIDIA’s long-term goals.
Looking ahead, it remains to be seen if Samsung can fully meet NVIDIA’s rigorous standards and establish itself as a trusted supplier. The prolonged qualification process underscores the complexity of integrating HBM technology into NVIDIA’s ecosystem. Yet, the potential rewards for both companies could redefine their positions in the global AI and semiconductor markets.
By Andrej Kovacevic
Updated on 24th November 2024