Samsung Reported to Secure NVIDIA HBM3E Nod as SK Hynix Pushes Toward HBM4 Production
The development highlights how NVIDIA certifications steer supplier fortunes in the AI memory race.
Overview
- KED Global reporting cited by Wccftech says Samsung has qualified its 12‑Hi HBM3E for NVIDIA, marking a return to the GPU maker’s supply chain after earlier setbacks.
- Orders tied to the qualification are described as limited, reflecting NVIDIA’s existing reliance on SK Hynix and Micron for current HBM3E needs.
- A separate AlphaBiz report cited by SamMobile says Samsung will supply 10,000 units of 12‑layer HBM3E chips to NVIDIA, a figure that remains unconfirmed by the companies.
- SK Hynix has confirmed completion of HBM4 development and says preparations for mass production are underway, reinforcing its lead in next‑generation high‑bandwidth memory.
- Samsung previously said it shipped HBM4 samples in July and intends to start mass production before year‑end, as suppliers position for future AI accelerators that depend on HBM.