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On Mon, 25 Nov, 8:00 AM UTC
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NVIDIA working 'as fast as it can' to get Samsung HBM3E memory certified for its new AI GPUs
NVIDIA is "working as fast as it can" to certify Samsung's new AI memory chips -- HBM3E -- with CEO Jensen Huang himself telling Bloomberg TV. Jensen talked with the press after attending a ceremony at the Hong Kong University of Science and Technology, where the NVIDIA CEO was given an honorary doctorate in engineering. Jensen said that NVIDIA is looking at ways to purchase 8-layer and 12-layer HBM3E memory chips from Samsung, while as it stands, the company is acquiring most of its HBM chips used on its AI GPUs, from South Korean rival SK hynix. Earlier this week during NVIDIA's Q3 2024 post-earnings call with analysts, the CEO didn't mention Samsung when talking about the company's major suppliers -- naming SK hynix and Micron -- but now, the company is "working as fast as it can" to get Samsung HBM3E certified. Samsung said that it was making "significant progress" on supplying HBM3E memory chips to major clients including NVIDIA, during its Q3 2024 earnings call on October 31. Samsung Electronics Executive Vice President Kim Jae-june said: "We have made significant process by completing critical steps in the quality testing with key clients, which should enable expanded sales in the fourth quarter" adding that Samsung plans to "release improved HBM3E chips based on the timeline of next-generation GPUs that [their] major clients are working on". SK hynix has been dominating the HBM market for a while now, with fellow South Korean giant Samsung falling considerably behind. Samsung has had major changes in its leadership within its semiconductor business, its internal Samsung Foundry business, and more... so let's hope that NVIDIA speeding up the process gets Samsung into the HBM3E game earlier, rather than later. NVIDIA stepping in and helping makes sense, as the company needs to feed itself with as many HBM memory chips as possible, as it's selling every single AI GPU it is getting fabbed from TSMC and made by its key manufacturing and production partners. Missing (more) of its required HBM memory chips is not good, so getting the third major HBM manufacturer onboard will help facilitate NVIDIA's continued AI GPU growth into 2025 and beyond.
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NVIDIA Is Still Working Upon Securing AI "HBM" Memory Supply From Samsung, Despite Recent Setbacks
Samsung's ambition to secure NVIDIA as an HBM customer is not over yet, as a new report suggests that Team Green is still working on a breakthrough. For those unaware, well, the Korean giant isn't having a great time regarding its HBM business and adoption of the mainstream AI markets, given that a few weeks ago, we reported on how Samsung disclosed that they haven't managed to secure NVIDIA as a customer. This not only resulted in a financial hit for the company, but many anticipated that it was over for Samsung and that its plans were to be included in NVIDIA's supply chain. However, Bloomberg reports that NVIDIA's CEO has disclosed that they are working with Samsung to certify their "AI memory" chips, claiming that they are working "as fast as possible" to initiate the HBM business with the Korean giant. Jensen made this statement during an interview at an event at the Hong Kong University of Science and Technology. Team Green is said to be looking at securing 8-Hi and 12-Hi HBM3E from Samsung, and given the massive demand the company faces, NVIDIA must conclude soon. For Samsung, well securing orders from the green team is a crucial development for them in the AI markets, given that this partnership would put the Korean giant on level with competitors such as SK hynix, which will ultimately change the investors' stance towards a more bullish one for Samsung. Apart from this, getting involved in NVIDIA's supply chain will open up prospects for Samsung, and since the Korean giant has a semiconductor supply as well, NVIDIA can potentially benefit from it, too. It would be interesting to see whether Samsung manages to earn NVIDIA's trust moving into the future. Given that the qualification process has now extended to such a long period of time, Team Green would surely manage to include the Korean giant in its supply chain.
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NVIDIA is working rapidly to certify Samsung's HBM3E memory chips for its AI GPUs, potentially diversifying its supply chain beyond current major suppliers SK hynix and Micron.
NVIDIA is intensifying its efforts to certify Samsung's High Bandwidth Memory 3E (HBM3E) for use in its artificial intelligence (AI) GPUs. CEO Jensen Huang revealed that the company is "working as fast as it can" to complete the certification process, signaling a potential shift in NVIDIA's memory supply strategy 1.
Currently, NVIDIA sources most of its HBM chips from SK hynix, with Micron also being a significant supplier. The company's interest in Samsung's HBM3E chips, particularly the 8-layer and 12-layer variants, indicates a move towards diversifying its supply chain to meet the growing demand for AI GPUs 1.
Samsung has reported "significant progress" in supplying HBM3E memory chips to major clients, including NVIDIA. The company's Executive Vice President, Kim Jae-june, stated that they have completed critical steps in quality testing with key clients, which is expected to expand sales in the fourth quarter 1.
The potential partnership between NVIDIA and Samsung for HBM3E supply is crucial for both companies. For Samsung, securing orders from NVIDIA would significantly boost its position in the AI market, potentially putting it on par with competitors like SK hynix. This development could lead to a more bullish investor stance towards Samsung 2.
NVIDIA's pursuit of Samsung as an HBM supplier is driven by the need to secure a stable and diverse supply chain for its AI GPU production. The company is currently selling every AI GPU it produces, making it crucial to have multiple reliable sources for critical components like HBM chips 1.
As the qualification process for Samsung's HBM3E chips continues, industry observers are keenly watching to see if NVIDIA will successfully integrate Samsung into its supply chain. This move could have significant implications for the AI GPU market and the competitive landscape among memory chip manufacturers 2.
Samsung Electronics has successfully cleared Nvidia's tests for its 8-layer High Bandwidth Memory 3E (HBM3E) chips. This breakthrough could lead to significant advancements in AI chip technology and strengthen Samsung's position in the memory chip market.
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Nvidia has given the green light to use Samsung's HBM3 memory chips in its AI processors designed for the Chinese market. This move comes amidst ongoing US-China tech tensions and could potentially boost Samsung's market position.
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Nvidia CEO Jensen Huang discusses Samsung's efforts to qualify its HBM chips for AI processors, while SK Group Chairman Chey Tae-won reveals SK hynix's accelerated development pace in HBM technology.
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SK Hynix strengthens its position in the AI chip market by advancing HBM4 production and introducing new HBM3E technology, responding to Nvidia's request for faster delivery amid growing competition with Samsung.
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12 Sources
Samsung initiates development of customized HBM4 memory solutions for tech giants Meta and Microsoft, potentially marking a significant breakthrough in the company's HBM business and intensifying competition in the AI chip market.
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