Industry reports now suggest that Samsung has failed to pass specific stages of HBM3E memory verification set by NVIDIA, potentially creating a roadblock for the Korean giant.
The Korean news outlet AlphaBiz reports that Samsung is rumored to have failed to pass the qualification tests for its HBM3E 8-layer memory. This would create an alarming situation for Samsung's memory division, which was in sight of an economic rebound in the past few quarters.
In previous coverage, we disclosed how Samsung garnered NVIDIA's interest in its HBM production lines after the likes of AMD, which has already incorporated the Korean giant's HBM3E 8-layer into its Instinct AI accelerators.
The report by AlphaBiz has disclosed that while some sources cite that Samsung's HBM3E memory is categorized as "defective," other sources believe that failure of the verification tests is only because the bar has been set high by SK hynix since the firm adopted different manufacturing techniques, that varies from Samsung vastly. However, rumors also say that TSMC has shown reluctance to incorporate Samsung as an HBM partner, as since the Taiwan giant is a crucial ally of NVIDIA in the industry, the situation has taken a new fold.
However, Samsung has reiterated its commitment to delivering the optimal product to NVIDIA and other partners, and cooperation with the likes of AMD shows that the news surrounding the HBM supply being defective isn't accurate. If we look at industry dynamics, Samsung's rapidly growing influence over the markets is seen as a threat to TSMC and SK hynix simply because the Korean giant can deliver cutting-edge memory and semiconductors supply through its set of divisions, such as the Samsung Foundry.
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