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3 nm

Samsung will reportedly make part of Nvidia's next memory chips on TSMC's 3 nm process

Samsung will reportedly build part of Nvidia's next memory chips on TSMC's 3 nm process. Seoul Economic Daily reported it on Sunday, and Reuters carried the story.

What happened

The part is the base die, the bottom layer of a high-bandwidth memory stack. Nvidia's custom design, called NVHBM, moves the memory controller into that die. The paper says Nvidia asked Samsung, SK Hynix and Micron to make it with TSMC. Samsung reportedly agreed after an internal review. It would be Samsung's first time working with TSMC on making HBM. None of the companies has confirmed the report.

Nvidia says NVHBM gives up to 30% more memory bandwidth than standard HBM4E. Samsung is reportedly checking whether its own foundry could step in if TSMC runs short.

Read the transcript

Samsung will reportedly build part of Nvidia's next memory chips on TSMC's 3 nm process. Seoul Economic Daily reported it on Sunday. Reuters carried the story. The part is the base die, the bottom layer of a memory stack. Nvidia's custom design moves the memory controller into that die. The paper says Nvidia asked Samsung, SK Hynix and Micron to make it with TSMC. Samsung reportedly agreed after an internal review. It would be Samsung's first time working with TSMC on making this memory. None of the companies has confirmed the report. Nvidia says its design gives up to 30% more bandwidth. We think this shows Nvidia setting the rules for its suppliers' factories. Rivals become partners when Nvidia asks. The bigger question is whether TSMC has room. Samsung is reportedly checking its own foundry as a backup.

That's your byte. Sources at sixtybytes.com.

Sources

  1. Reuters — Samsung to use TSMC technology for Nvidia's next-generation memory chips, Seoul newspaper reports
  2. Seoul Economic Daily — Samsung to use TSMC for base die in Nvidia's custom HBM
  3. Nvidia — NVIDIA NVLink Fusion Brings NVHBM to Next-Generation AI Infrastructure

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