Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC (Kyu-Seok Shim/Reuters)
Samsung Electronics (005930.KS) will use TSMC's (2330.TW) 3-nanometre process to produce base dies for Nvidia's (NVDA.O) …
Nvidia has requested that Samsung, SK Hynix, and Micron Technology use TSMC's 3-nanometre process to manufacture base dies for its custom NVHBM memory. According to Economic Times Tech and The Business Times - Companies & Markets, Nvidia has also requested the use of sixth-generation DRAM technology for the core dies.
The Business Times - Companies & Markets reports that Samsung has agreed to these requirements following an internal review. This collaboration marks the first time Samsung and TSMC have worked together at the HBM manufacturing stage. While Samsung will use TSMC's process for these specific dies, the Seoul Economic Daily reported that the company intends to keep its in-house production model for standard HBM and custom products for other clients.
Samsung is also reportedly assessing whether its own foundry could produce NVHBM base dies should demand exceed the capacity of TSMC, according to The Business Times - Companies & Markets.
Brief written by urgent.news from Techmeme, Economic Times Tech, The Business Times - Companies & Markets — 3 reports on this story. Machine-written — may contain errors; check the original before relying on it.
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