Overview

• Samsung's HBM3E chips address previous heat and power consumption issues, meeting NVIDIA's requirements.
• The approval allows Samsung to compete with SK Hynix and Micron in the high bandwidth memory market.
• Chinese companies are stockpiling older HBM2E chips from Samsung ahead of new U.S. export restrictions.
• NVIDIA's AI chips will benefit from the enhanced performance and efficiency of Samsung's HBM3E chips.
• Samsung aims for HBM3E to constitute 60% of its HBM sales by the fourth quarter of 2024.