Nvidia’s memory chip push with Taiwan’s TSMC could weaken the roles of Samsung and SK hynix in supply chains
Summary
Nvidia is seeking greater control over memory for its AI chips, reportedly asking Samsung, SK hynix and Micron to use TSMC’s 3-nanometre process for custom HBM base dies. TSMC is also considering 3D DRAM production.
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Nvidia’s memory chip push with Taiwan’s TSMC could weaken the roles of Samsung and SK hynix in supply chains
Nvidia is seeking greater control over memory for its AI chips, reportedly asking Samsung, SK hynix and Micron to use TSMC’s 3-nanometre process for custom HBM base dies. TSMC is also considering 3D DRAM production.
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