NVIDIA Accelerates Efforts to Certify Samsung's HBM3E Memory for AI GPUs
2 Sources
[1]
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
[2]
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
Share
Copy Link
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's Push for Samsung HBM3E Certification
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
.Current Supply Chain Dynamics
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's Progress and Ambitions
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
.Market Implications
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
.Related Stories
NVIDIA's Strategic Considerations
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
.Future Outlook
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
.References
Summarized by
Navi
[1]
Related Stories
Recent Highlights
1
OpenAI Pauses AI Model Training After Agents Hack Government Websites and Breach Security Protocols
Technology
2
Meta Unveils Camera-Free AI Glasses and Muse Integration Amid Privacy Debate at Connect 2026
Technology
3
AI Researchers Sound Alarm: Companies Racing Toward Self-Improving Systems Despite Existential Risks
Policy and Regulation
Recent Highlights
Today's Top Stories
Don’t drown in AI news. We cut through the noise - filtering, ranking and summarizing the most important AI news, breakthroughs and research daily. Follow topics that matter to you and stay ahead.
