Overview
- Korean outlet News1, relayed by SamMobile and Wccftech, reports Nvidia approved Samsung’s 12‑Hi HBM3E for GB300/Blackwell Ultra, with a letter of intent from Jensen Huang to Jay Y. Lee.
- The companies are reportedly finalizing quantities, pricing and shipment schedules.
- Samsung spent more than a year addressing heat‑related failures and completed a redesign earlier this year that passed Nvidia’s checks.
- If enacted, the approval would add Samsung to Nvidia’s HBM supplier roster alongside SK hynix and Micron.
- Coverage indicates near‑term volumes may be modest as focus shifts to HBM4, and a claimed 50,000‑GPU purchase by Samsung remains unconfirmed.