Nvidia Greenlights Samsung's Fifth-Gen HBM3E Chips for AI Processors: Report
Portfolio Pulse from Anusuya Lahiri
Nvidia has approved Samsung's fifth-generation HBM3E chips for its AI processors, with supplies expected to start by Q4 2024. Samsung's 12-layer HBM3E is still under testing. The HBM market is projected to grow significantly, with SK Hynix leading, followed by Samsung and Micron Technology.
August 07, 2024 | 4:17 pm
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POSITIVE IMPACT
Nvidia has approved Samsung's fifth-generation HBM3E chips for its AI processors, with supplies expected to start by Q4 2024.
The approval of Samsung's HBM3E chips is a positive development for Nvidia, enhancing its AI processor capabilities. This could lead to increased demand and revenue for Nvidia's AI products.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
Micron Technology is expected to secure just over 5% of the HBM market in 2024, trailing behind SK Hynix and Samsung.
Micron's relatively small market share in the HBM market suggests limited immediate impact from this news. However, the overall growth of the HBM market could provide long-term opportunities.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50