NVIDIA Continues Efforts to Secure AI “HBM” Memory Supply from Samsung Amid Recent Challenges

Samsung is still vying to bring NVIDIA on board as an HBM (High Bandwidth Memory) customer, despite previous setbacks. Recent updates indicate that the renowned graphics innovator, NVIDIA, is actively striving for a breakthrough with Samsung.

During a recent chat at the Hong Kong University of Science and Technology, NVIDIA’s CEO, Jensen Huang, confirmed their ongoing collaboration with Samsung. He revealed that the company is moving “as fast as it can” to certify Samsung’s “AI memory” chips for their high-demand AI applications. This revelation highlights NVIDIA’s intention to engage Samsung for their HBM supply, primarily their 8-Hi and 12-Hi HBM3E offerings. Considering the soaring demand NVIDIA is currently experiencing, reaching an agreement swiftly is imperative.

For those not fully updated, Samsung has faced significant challenges in establishing its HBM business within mainstream AI markets. Not long ago, it was reported that Samsung had not succeeded in securing NVIDIA as a customer, a situation that dealt a financial blow and led many to speculate that Samsung was out of NVIDIA’s supply plans.

From Samsung’s perspective, clinching a deal with NVIDIA is pivotal. It would put them on par with major competitors like SK hynix and likely position them more favorably in the eyes of investors. Additionally, being integrated into NVIDIA’s supply chain could yield broader opportunities for Samsung, given their robust semiconductor supply, a potential mutual benefit for both giants.

The question now is whether Samsung can win over NVIDIA’s confidence moving forward. With the qualification process stretching over considerable time, there’s a sense of anticipation about Samsung’s future inclusion in NVIDIA’s supply chain.

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