Overview

• KED Global reports that Samsung’s fifth‑generation 12‑layer HBM3E passed Nvidia’s tests after roughly 18 months of development and earlier failed attempts.
• Even with approval, initial orders are expected to be limited because Nvidia has already allocated most HBM3E demand to SK Hynix and Micron.
• The validation bolsters Samsung’s positioning for next‑generation HBM4, as SK Hynix has shipped samples and signaled mass production soon while Samsung targets mass production before year‑end.
• Reports indicate the qualified HBM3E is slated for Nvidia’s B300 accelerator and AMD’s MI350, though shipment volumes were not disclosed.
• Investor reaction was positive, with Samsung shares hitting their highest level since August 2024 and rising nearly 5% on Monday after a roughly 20% gain this month.