NVIDIA has a problem. All because of Samsung
Samsung’s solutions in the NAND and DRAM market are getting worse. HBM3e memories do not meet NVIDIA’s strict standards, which mainly benefits the competition.
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NVIDIA is currently the undisputed leader on the market of equipment used to work with artificial intelligence. However, even the most efficient AI accelerator will be of no use without proper performance fast memorymost often as standard HBM from companies such as Samsung, SK hynix Whether Micron.
Samsung is counting on the success of the next generation, HBM4
According to South Korean media reports, Samsung will not be able to deliver the chips HBM3E Green this year. Despite previous announcements and optimistic forecasts, the manufacturer failed to pass rigorous qualification tests and meet Jensen’s high team standards.
This situation means that In the fight for dominance in the HBM memory segment, SK hynix is taking the lead. This company, thanks to the use of advanced technologies such as MR-MUF, managed to raise the bar so high that Samsung has serious difficulties in keeping up with the competition.
Samsung, which once held the throne in the memory market, seems to be losing its position Both SK hynix and Micron are already supplying components to industry giants, but the chaebol is nowhere to be seen. This also applies to the NAND market, where SK hynix was the first to present more than 321-layer dice.
Despite these setbacks, the Koreans are not giving up. Current plans envisage HBM3E deliveries begin in the first quarter of 2025. Samsung is also counting heavily on the standard’s success HBM4. However, SK hynix also operates dynamically, as evidenced by closer cooperation with TSMC.
