Samsung's Hopes For HBM Adoption Are Pretty Much Alive, As The Korean Giant Reveals HBM3E Supply To NVIDIA In Q4

The Korean giant was hit with a massive "business shock" when it was revealed that the firm has been unable to secure NVIDIA as an HBM customer, citing that the process has been delayed indefinitely, which created the assumption that Samsung has failed to establish its presence in NVIDIA's supply chain. However, in its recent earnings call, Samsung revealed that its journey toward becoming an NVIDIA supplier is ongoing and that the firm is on the right track to supply 8-Hi HBM3E memory to a "major customer."

The remarks by Samsung's VP of Memory Business Division, Kim Jae-jun, don't explicitly mention NVIDIA. Instead, he revealed that Samsung is in pursuit of establishing an HBM3E supply with a significant customer, and analysts say that this is likely pointing toward NVIDIA, as the Korean giant is now cautious with its statements. Here is what Samsung's VP had to say:

Both HBM3E 8-stack and 12-stack products are being mass-produced and sold, and significant stages of the quality test process for a major customer have been completed, leading to sales expansion in the fourth quarter.

We are preparing improved HBM3E products in line with the next-generation graphics processing unit (GPU) projects of our major customer.

- via BusinessKorea

In a previous report, we disclosed how Samsung has already seen qualification for its HBM3E process by NVIDIA, so it was only a matter of time before Samsung was included with SK Hynix and Micron in the list of Team Green's HBM suppliers. Given that Samsung manages to initiate HBM supply to NVIDIA, this will prove to be a massive breakthrough for the Korean giant, given that the firm is in pursuit of the "spotlight" in the AI markets, which would only come if Samsung manages to pair itself up with AI giants like NVIDIA.

As for the future, Samsung seems confident with its next-gen HBM4 process, claiming it will likely outsource the semiconductor essentials from TSMC, as the Korean giant is eager to take on the HBM4 hype early on. It is said that 6th-generation HBM memory will likely lead to massive generational improvements in AI products, given the integration of memory and semiconductors in a single package. So, for Samsung, things are still looking quite bullish, and it is moving into the future.