Samsung to use TSMC process for Nvidia custom chips
In short
Samsung will reportedly use TSMC’s 3-nanometre process for Nvidia’s custom HBM base dies. Another report says Nvidia asked Samsung, SK Hynix and Micron Technology to use TSMC’s process for NVHBM base dies and sixth-generation DRAM for core dies.
This matters because it could change how Nvidia’s memory chips are made. The reports do not confirm the deal terms or when production will start.
What the reporting says
Samsung will reportedly use TSMC’s 3-nanometre process for Nvidia’s custom HBM base dies, according to publisher summaries. The reports also say Nvidia asked Samsung, SK Hynix and Micron Technology to use TSMC’s process for NVHBM base dies and sixth-generation DRAM for core dies. The immediate implication is a supply-chain shift, but the reporting does not confirm terms or timing.
Why it matters
Samsung will reportedly use TSMC’s 3-nanometre process for Nvidia’s custom HBM base dies, and Nvidia has also asked Samsung, SK Hynix and Micron Technology to follow that approach for NVHBM base dies, with sixth-generation DRAM for core dies, according to publisher summaries. The reports suggest a manufacturing collaboration across chipmakers, but they do not confirm contract details, volumes or timing.