Samsung and Nvidia discuss next-generation chips including HBM4E and HBM5 in Seoul meeting

3 Sources

Share

Samsung Electronics' chip division head Jun Young-hyun met with Nvidia CEO Jensen Huang in Seoul to discuss long-term cooperation on next-generation HBM technologies and foundry chips. The executives explored collaboration on HBM4E and HBM5, while Samsung commits to supplying sufficient HBM4 products to Nvidia in the near term.

Samsung Nvidia Cooperation Advances with Seoul Meeting

Jun Young-hyun, head of Samsung Electronics' device solutions division, met with Jensen Huang, Nvidia's CEO, in Seoul on Monday to discuss expanded collaboration across multiple semiconductor technologies

1

. The meeting focused on strengthening Samsung Nvidia cooperation as both companies navigate the rapidly expanding AI semiconductor market. Jun described the discussions as "very productive," emphasizing the long-standing relationship between the two technology leaders

1

.

Source: Korea Times

Source: Korea Times

Next-Generation HBM Cooperation Takes Center Stage

A primary focus of the talks centered on next-generation HBM cooperation, specifically targeting HBM4E and HBM5 technologies

1

. High-Bandwidth Memory chips serve as critical components in AI systems, working alongside AI processors to deliver the massive bandwidth required for AI training and inference

1

. The executives held detailed talks on long-term cooperation strategies, while also addressing short-term priorities including HBM4 supply and foundry operations

2

. Jun committed that Samsung Electronics will make efforts to supply sufficient HBM4 products to Nvidia, which commands a dominant share of the global AI accelerator market

1

.

Foundry Business and AI Accelerator Chips Collaboration

Beyond memory technologies, Samsung and Nvidia discuss chip cooperation extending to next-generation foundry chips and AI accelerator chips

2

. The companies are currently collaborating on autonomous driving chips for 4-nanometer and 8-nanometer nodes, as well as on Nvidia's accelerator chip

2

. Jun confirmed that Samsung and Nvidia are working together on Groq AI accelerator chips, with Samsung manufacturing Groq's LP30 chips scheduled for shipment in the second half of this year

3

. The foundry business discussions signal Samsung's intent to secure a larger role in producing next-generation chips that power AI data centers and advanced computing systems.

Strategic Positioning in the AI Semiconductor Race

The meeting arrives as Samsung seeks to strengthen its position in the rapidly growing HBM market, where demand is being driven by the expansion of AI data centers and deployment of increasingly powerful AI models

1

. When asked about Jensen Huang's previous statement that SK hynix would remain Nvidia's biggest memory partner, Jun Young-hyun responded that Samsung will "work hard on what we do" and prove it with results

1

. This measured response reflects Samsung's determination to close the gap with its Korean rival in the HBM market. The cooperation on autonomous driving chips and multiple generations of memory technology positions Samsung to capture a larger share of Nvidia's supply chain as AI infrastructure continues its explosive growth trajectory.

Source: Market Screener

Source: Market Screener

Today's Top Stories

© 2026 TheOutpost.AI All rights reserved