Samsung has never been in such a position before
Samsung was a market pioneer and leader in memory chips, leveraging its scale and engineering expertise. Although it is still the case in the general market SK Hynix is the leader in the HBM market in case. Experts say Samsung that you have never seen in this location before He underlines that the industry and Nvidia need Samsung more than anyone else.
According to Bloomberg’s report, Samsung’s problems with HBM memory (mostly HBM3 and HBM3E) the problem is thermal, i.e. temperature. As it is known, HBM memories consist of memory chips stacked on top of each other. Each of these chips produces a certain amount of heat. Samsung to isolate each layer of DRAM TC-NCF It used a heat management strategy called (thermal compression non-conductive film). SK Hynix succeeded with a different alternative to improve heat dissipation and production efficiency.
Change of leadership put things back on track
HBM3E, on the other hand, gained a foothold in the market for the first time this year when Nvidia paired the SK Hynix chip with its own H200. Additionally, Micron announced earlier this year that it had certified Nvidia’s HBM3E chips for use in the company’s AI hardware.
On the other hand, all is not lost for Samsung because Nvidia will use HBM3E in almost all its products. Similarly, AMD will turn to HBM3E. By 2026, the HBM3E market will grow significantly. At this point, the need for Samsung is vital. Neither Sk Hynix nor Micron can compete with Samsung financially or in production capacity. Once Samsung meets the approval criteria, it can quickly ramp up production and supply it to Nvidia at competitive prices.
Looking ahead, Samsung has 8-layer and 12-layer HBM3E 12H memory. SK Hynix likewise plans to mass produce 12-layer HBM3E chips and begin supplying them to a customer in the fourth quarter.
Source
https://www.tweaktown.com/news/99662/samsung-still-needs-to-wait-2-4-months-for-its-hbm3e-memory-be-approved-nvidia-ai-gpus/index.html
https://www.bnnbloomberg.ca/business/technology/2024/07/30/samsung-begins-closing-gap-in-making-ai-memory-chips-for-nvidia/
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