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Samsung to use TSMC 3nm process for Nvidia custom NVHBM memory
Samsung Electronics has agreed to a first-of-its-kind collaboration with rival TSMC to manufacture the base dies for Nvidia’s next-generation custom High Bandwidth Memory (NVHBM). To meet Nvidia’s technical requirements and ensure standardization across suppliers, Samsung, SK Hynix, and Micron will utilize TSMC’s 3nm process for the base die component.
Nvidia’s NVHBM design, based on the HBM4E architecture, integrates a custom memory controller directly into the base die. This architectural shift is intended to reduce the physical layer area by 60% compared to standard HBM, while providing up to a 30% increase in bandwidth and a 15% reduction in power consumption. The core dies for these memory modules will be manufactured using sixth-generation DRAM technology.
While Samsung is adopting TSMC’s process for this specific Nvidia project, the company will continue to use its own in-house manufacturing model for standard HBM and other custom products. Additionally, Samsung is exploring the use of its own 2nm process as a potential backup to ensure capacity if demand for NVHBM exceeds TSMC’s production capabilities.
Entities
ASML · CoreWeave · Jensen Huang · Michael Intrator · Micron Technology · Nvidia · SK Hynix · Samsung Electronics · TSMC · Taiwan Semiconductor Manufacturing Company
Claims
What the coverage asserts, and how many sources carry each claim.
- [○ 1 SOURCE] Nvidia is projected to achieve approximately $430 billion in chip sales this year.
- [○ 1 SOURCE] Advanced processes of 7-nanometer or smaller accounted for 79% of TSMC's wafer revenue. www.tokenpost.com
- [○ 1 SOURCE] CoreWeave posted a net loss of $626 million. www.tokenpost.com
- [● 4 SOURCES] CoreWeave held a contracted revenue backlog of approximately $104 billion as of late June. www.tokenpost.com · transactiondalgerie.com
- [○ 1 SOURCE] Nvidia reported quarterly revenue of $96.2 billion, a 106% increase year over year.
- [● 2 SOURCES] TSMC reported a third-quarter net profit of $23.9 billion, representing a 68.7% increase year over year. www.tokenpost.com
- [○ 1 SOURCE] CoreWeave reported second-quarter revenue of $2.575 billion, a 112% increase from the previous year. www.tokenpost.com
- [○ 1 SOURCE] ASML reported a quarterly net profit of $5.55 billion, up approximately 70% from the prior quarter. www.tokenpost.com
- [● 9 SOURCES] Nvidia has requested that Samsung, SK Hynix, and Micron use TSMC’s 3nm process for NVHBM base die production to ensure standardization. dijitaliyidir.com · borncity.com · www.ithome.com · technews.tw · gadgets.cnmo.com · +3 more
- [● 10 SOURCES] Samsung will use TSMC’s 3nm process to manufacture the base dies for Nvidia’s custom NVHBM memory. dijitaliyidir.com · borncity.com · www.ithome.com · technews.tw · www.cnbcindonesia.com · +3 more
- [● 7 SOURCES] Nvidia’s NVHBM design aims for a 30% increase in bandwidth and a 15% reduction in power consumption compared to HBM4E. dijitaliyidir.com · borncity.com · gadgets.cnmo.com · www.newsbytesapp.com · www.pcgameshardware.de · +1 more
- [○ 1 SOURCE] UBS predicts HBM demand will grow by 91% next year to approximately 61.5 billion gigabytes, creating a 10% supply gap. dijitaliyidir.com