Samsung Electronics Co. has obtained approval to supply a version of its fifth-generation high-bandwidth memory chips to Nvidia Corp., according to people familiar with the matter. The South Korean chipmaker’s 8-layer HBM3E — a less advanced HBM3E variety — was cleared by Nvidia in December,
Samsung Electronics (OTCPK:SSNLF) received approval to supply its high-bandwidth memory, or HBM, chips to Nvidia (NASDAQ:NVDA), Bloomberg News reported, citing people with knowledge of the matter. The South Korean tech giant's 8-layer HBM3E,
NVIDIA CEO Jensen Huang says he can't trust Samsung's HBM memory, 'we cannot trust and do business with them because senior executives change frequently'.
Nvidia (NASDAQ:NVDA) has approved Samsung Electronics (KS:005930) 8-layer HBM3E chips for artificial intelligence applications, Bloomberg reported. The chips will be used in Nvidias AI products for China,
SK Hynix is the sole supplier of the advanced HBM chips to Nvidia, and had recently clocked a bumper fourth-quarter profit on AI-fueled chip demand. Its fourth-quarter profit also surpassed earnings from Samsung for the quarter.
Samsung has warned of sluggish AI chip sales due to US export restrictions, supply challenges, and shifting demand.
Retail investors bought a record amount of Nvidia stock on Monday after concerns over a low-cost artificial intelligence model from Chinese startup DeepSeek stripped 17% off its shares, or $593 billion from its market value.
Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung can make a comeback with HBM3E in 2025.
Samsung Electronics has obtained approval to supply its fifth-generation high-bandwidth memory (HBM) chips to U.S. tech giant Nvidia, Bloomberg reported on Jan. 31. Citing unnamed sources, Bloomberg said Samsung’s 8-layer HBM3E passed Nvidia’s qualification test in December.
For the first time, SK Hynix overtook Samsung on quarterly profit in the fourth quarter, driven by its lead in HBM sales, which it expects to double this year. Samsung’s chip division reported an operating profit of Won2.9tn in the October-December quarter, down 26 per cent from the previous quarter.
Samsung, which started sales of 8-layer and 12-layer HBM3E products in the third quarter, said it planned to launch the improved HBM3E products in March