Samsung's Big Step They Might Supply NVIDIA Now
Korean news say something big in tech has happened. It looks like Samsung will now give NVIDIA some HBM3E - that's a tech part important for AI. If it’s true, it's a big win for Samsung and could change the game in AI tech markets.
What the News Says
Samsung had some trouble with heating in their HBM3 units before, but now they seem to have moved on to a better version, HBM3E. Here’s what the deal looks like:
- Product: HBM3E with 12 layers.
- Amount: They’ll start by giving NVIDIA between 30,000 to 50,000 units.
- Use: This memory will likely go into NVIDIA's new smart AI tech.
How a Lower Price Might Have Made It Happen
This big step might have come after Samsung decided to lower their prices. By doing this, they could get NVIDIA's business, keep their profits up, and put heavy pressure on their main rival, SK hynix. Samsung is big enough to use lower prices to get back on top.
Why It’s Important AI Needs HBM
HBM isn’t just a simple part but is key for new AI tech. NVIDIA's tech needs a lot of memory speed to work on huge data needed for smart AI tasks. Getting lots of this new HBM3E from Samsung is key for NVIDIA to stay ahead. It also makes prices better since NVIDIA now has more than one supplier.
What’s Next Samsung’s Future with HBM4
This deal is not just for now. Samsung is also working fast on the next thing, HBM4, and they have a special edge here. They can make a lot of things on their own, so they can offer more options and custom solutions to places like NVIDIA. This is a big plus that can help them in the long run.
A Big Deal That’s Not Official Yet
Samsung hasn't yet said this deal is sure, but they talked about doing well in their HBM work. If they’re really going to be a big part of NVIDIA's supply needs, it could boost them in the big money tech part market after some slow times. Now, everyone's waiting to hear if this big partnership is real.
