Samsung to use TSMC technology for Nvidia's next-generation memory chips, Seoul newspaper reports

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1. 1h ago

   Samsung to Use TSMC Tech for Nvidia Memory

   Samsung Electronics will incorporate Taiwan Semiconductor Manufacturing Company technology to produce base dies for next-generation Nvidia custom high-bandwidth memory chips. According to reports from Seoul, the collaboration stems from Nvidia standardization requirements and follows struggles with internal foundry yields. Nvidia directed suppliers including Samsung, Micron Technology, and SK Hynix to utilize the process for base dies alongside sixth-generation DRAM technology for core dies. This development marks the first time Samsung and Taiwan Semiconductor have partnered at the manufacturing stage for high-bandwidth memory production.

   Why it matters

   The strategic shift highlights intense demands for advanced artificial intelligence hardware components and tighter standardizations set by Nvidia. Relying on external foundry expertise helps memory suppliers manage production hurdles and meet stringent customer specifications. The partnership bridges two major semiconductor rivals to address manufacturing bottlenecks.

   What is confirmed

   • Samsung Electronics will use Taiwan Semiconductor Manufacturing Company technology to produce base dies for Nvidia next-generation custom high-bandwidth memory chips.
   • Nvidia asked suppliers including Samsung, SK Hynix, and Micron Technology to use the Taiwan Semiconductor process for base dies and sixth-generation DRAM technology for core dies.
   • This collaboration marks the first time Samsung has worked with the Taiwanese contract chipmaker at the high-bandwidth memory manufacturing stage.

   Still unconfirmed

   • Samsung will specifically utilize Taiwan Semiconductor's 3-nanometre process for the base dies.

   What to watch next

   • Formal announcements from Samsung, Nvidia or Taiwan Semiconductor confirming the manufacturing partnership.
   • Updates on memory production yields and delivery timelines for next-generation custom high-bandwidth memory chips.
   Sources used for this update (13)

   1. Reuters — Samsung to use TSMC technology for Nvidia's next-generation memory chips, Seoul newspaper reports
   2. The Information — Nvidia Tells Suppliers to Tap TSMC Process for Next-Generation Memory Chips
   3. TradingView — Key facts: Samsung accepts NVDA HBM terms; Banco Santander AI pact
   4. Electronics Weekly — Samsung, Micron, Hynix to use TSMC base dies for NVHBM
   5. Tech Times — Samsung Outsources Nvidia AI Memory Base Dies to TSMC as Foundry Yields Fall Short
   6. Yahoo Finance — Samsung collaborates with TSMC for Nvidia’s custom HBM chips
   7. Moomoo — In response to NVIDIA's standardization requirements, Samsung will collaborate with Taiwan Semiconductor for the first time to produce HBM!
   8. marketscreener.com — Nvidia Leaning Towards Using Taiwan Semiconductor Process in New Memory Chips
   9. www.digitimes.com — Samsung's Nvidia HBM bid raises four strategic concerns
   10. www.businesstimes.com.sg — Samsung to use TSMC tech for Nvidia's next-generation memory ...
   11. srnnews.com — Samsung to use TSMC technology for Nvidia's next-generation ...
   12. semiwiki.com — Samsung to use TSMC technology for Nvidia's next-generation ...
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