Samsung is still eyeing the opportunity to secure NVIDIA as a customer for their High Bandwidth Memory (HBM) products, and it seems like there’s still hope on the horizon. Recently, NVIDIA’s CEO Jensen Huang has confirmed that they’re moving “as fast as it can” to bring Samsung on board as an HBM supplier for their AI chips.
To shed more light, Samsung has had a tough time breaking into the mainstream AI markets with its HBM offerings. A while back, it seemed that the tech giant hit a roadblock when they failed to seal a deal with NVIDIA, causing a financial setback and casting doubts on their inclusion in NVIDIA’s supply chain.
But according to Bloomberg, there’s a twist in the tale. Jensen Huang revealed in an interview at the Hong Kong University of Science and Technology that NVIDIA is actively collaborating with Samsung to certify its “AI memory” chips. The goal is to swiftly kick-start their HBM partnership. With the mounting demand for AI technology, NVIDIA is keen to secure 8-Hi and 12-Hi HBM3E modules from Samsung, suggesting that time is of the essence.
For Samsung, clinching a deal with NVIDIA is pivotal in gaining a foothold in the AI market. Such a partnership would not only elevate Samsung to the stature of its rival SK hynix but also shift investor sentiment towards a more favorable outlook. Moreover, joining forces with NVIDIA could broaden Samsung’s horizons, offering potential advantages through their semiconductor supplies.
It will be intriguing to watch whether Samsung can successfully gain NVIDIA’s confidence. The prolonged qualification process might eventually lead to Samsung being incorporated into NVIDIA’s supply chain. The stakes are high, and the future collaboration between these tech giants could reshape the competitive landscape in semiconductor technology.
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