Samsung’s determination to bring NVIDIA on board as a customer for its HBM products is still very much alive, according to recent reports indicating that NVIDIA is making significant progress.
In a bid to initiate a partnership with Samsung for high-bandwidth memory (HBM) supply tailored for AI chips, NVIDIA’s CEO, Jensen Huang, has revealed that the company is doing everything in its power to expedite the process. For those not keeping track, Samsung has faced challenges in its HBM business, particularly in penetrating mainstream AI markets. Not long ago, it came to light that Samsung had not yet succeeded in securing a deal with NVIDIA, casting doubts on Samsung’s inclusion in NVIDIA’s future supply chain and dealing a blow to its financial outlook.
But fresh insights from Bloomberg suggest a twist in the tale. Jensen Huang, while attending an event at Hong Kong University of Science and Technology, shared that NVIDIA is actively collaborating with Samsung to certify its “AI memory” chips. With urgency, he mentioned that the company is pushing forward at top speed to engage Samsung in their HBM operations. The aim is to secure Samsung’s 8-Hi and 12-Hi HBM3E technologies. Given the intense demand NVIDIA is experiencing, swift action is necessary.
For Samsung, scoring an agreement with NVIDIA would play a pivotal role in the AI market realm. It would position the Korean tech leader on par with formidable competitors like SK Hynix and might positively sway investor attitudes, promoting a more optimistic view of Samsung’s prospects. Furthermore, locking in a spot in NVIDIA’s supply chain could unlock numerous opportunities for Samsung, considering its robust semiconductor supply capabilities, which, in turn, could benefit NVIDIA.
It remains to be seen whether Samsung can gain NVIDIA’s confidence and become an integral part of its supply network. As this extensive qualification phase continues, there’s a good chance that Samsung will eventually be a key player in NVIDIA’s plans.
And that’s the latest on this evolving story. Feel free to pass it along via Facebook or Twitter.
