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.
NVIDIA's CEO Jensen Huang Says That Team Green Is Working "As Fast As It Can" To Initiate Samsung's HBM Supply For AI Chips
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.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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