Samsung hasn’t given up on its goal of bringing NVIDIA on board as a customer for their HBM chips. Recent reports highlight that Team Green is pushing forward with significant efforts.
NVIDIA’s CEO Jensen Huang: Aiming for Speed in Samsung HBM Supply Collaboration for AI Chips
If you’ve been following this saga, you know that Samsung has faced challenges with its HBM (High Bandwidth Memory) business, especially in gaining traction in the mainstream AI sector. Just a few weeks back, we learned Samsung had not succeeded yet in locking down NVIDIA as a client, a setback that stung financially and seemed to throw their hopes of joining NVIDIA’s supply chain into doubt.
Yet, a new twist revealed by Bloomberg indicates NVIDIA’s CEO, Jensen Huang, has shared some promising news: NVIDIA is actively working with Samsung to get their "AI memory" chips certified as swiftly as possible. This potentially game-changing development was mentioned during Jensen’s interview at the Hong Kong University of Science and Technology event. There’s word that NVIDIA might be pursuing Samsung’s 8-Hi and 12-Hi HBM3E chips due to immense market demand, making it imperative for NVIDIA to act quickly.
Snagging orders from NVIDIA would be a major victory for Samsung in the AI market. A partnership like this would place Samsung on similar footing with rivals like SK hynix, likely shifting investor sentiments in their favor. Plus, becoming part of NVIDIA’s supply chain could present numerous opportunities for Samsung. With Samsung’s semiconductor resources, NVIDIA could also stand to gain considerably from this collaboration.
The unfolding scenario presents some tantalizing possibilities—will Samsung secure NVIDIA’s trust as they look ahead? The prolonged qualification process hints at the potential for the Korean giant to finally make its mark within NVIDIA’s supply chain.
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