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Samsung said to use TSMC tech for Nvidia's next-generation memory chips
Samsung adopting TSMC tech for Nvidia's next-gen memory chips signals a major supply-chain shift.
Context
What happened: Samsung Electronics (SSNLF) will use TSMC's (TSM) 3-nanometer process to make base dies for Nvidia's (NVDA) next-generation custom high-bandwidth memory chips, per the Seoul Economic Daily.
Key numbers: 3-nanometer process.
Why it matters: The report links Samsung, TSMC and Nvidia in next-generation HBM supply, with Nvidia also named as asking SK Hynix (SKHY) and Micron for the chips.
Coverage: 4 outlets in 24h
What changed
Samsung Electronics (SSNLF) will use TSMC's (TSM) 3-nanometer process to make base dies for Nvidia's (NVDA) next-generation custom high-bandwidth memory chips, per the Seoul Economic Daily.
Why it matters
The report links Samsung, TSMC and Nvidia in next-generation HBM supply, with Nvidia also named as asking SK Hynix (SKHY) and Micron for the chips.