Samsung is still in the race to bring NVIDIA on board as an HBM customer, according to a recent update suggesting that Team Green hasn’t given up yet on making strides in this area.
NVIDIA’s CEO Jensen Huang: Progressing Swiftly to Enable Samsung’s HBM Supply for AI Chips
Let me bring you up to speed: Samsung isn’t exactly hitting the jackpot with its HBM business or in gaining traction in the mainstream AI markets. Not too long ago, we touched on how Samsung came up short in securing a deal with NVIDIA. This setback wasn’t just a numbers game—it looked like curtains for Samsung’s ambitions to be a part of NVIDIA’s supply chain.
But hold on, there’s a twist. As per Bloomberg, NVIDIA’s CEO, Jensen Huang, shared some insights, revealing that they are actively collaborating with Samsung to certify their "AI memory" chips. He noted they’re moving at full throttle to kickstart this business with Samsung. Huang made these remarks while speaking at an event at the Hong Kong University of Science and Technology. The buzz is that NVIDIA is eyeing Samsung for 8-Hi and 12-Hi HBM3E, driven by soaring demand. It’s crucial for NVIDIA to wrap this up soon.
For Samsung, snagging orders from NVIDIA isn’t just another business deal—it’s a significant leap forward in the AI sector. This move would position the Korean giant shoulder-to-shoulder with players like SK hynix, potentially swaying investors to adopt a more positive outlook towards Samsung. Additionally, by integrating into NVIDIA’s supply chain, doors open for Samsung, which could have a knock-on effect boosting NVIDIA too, given Samsung’s broader semiconductor capabilities.
It’s anyone’s guess whether Samsung will manage to win over NVIDIA completely as time goes on. With such an extensive qualification process underway, it seems likely that we’ll see the Korean tech leader carving its place in NVIDIA’s supply network.
Share This Story:
