Nvidia CEO: NVIDIA testing Samsung’s HBM for possible use

Mar 21, 2024, 09:52 am

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Nvidia CEO Jensen Huang answers questions from reporters at a press conference with the global press corps at Signia Hotel in San Jose, California, on March 18, 2024./ Source: Yonhap

AsiaToday reporters Choi Ji-hyun & Washington corresponding Ha Man-joo

Nvidia founder and CEO Jensen Huang said Monday that the company is conducting tests on Samsung Electronics’ HBM and have high expectations.

Samsung Electronics’ stock zoomed on Wednesday after the world’s most famous AI chip provider hinted that it may use the world’s top memory chipmaker’s high bandwidth memory (HBM) chips for its graphics processing units (GPU), an essential part in the artificial intelligence revolution. Samsung Electronics shares jumped 5.6 percent to end at 76,900 won (US$57.39), outperforming the broad market Kospi’s 1.3 percent gain.

Huang made the remarks during a press conference with the global press corps held at Signia Hotel in San Jose, California.

He showcased Nvidia’s upcoming next-generation AI chip, Blackwell, describing it as the “engine to power the new industrial revolution.” He mentioned that although the company is not currently utilizing Samsung’s products, Nvidia is conducting tests to evaluate the potential added value of the offerings.

Last month, Samsung announced it developed the industry’s first 36-gigabyte (GB) 12-stack HBM3E DRAM, adding it would begin mass production in the first half of this year.

It is a high-capacity product with four layers more than the eight-layer chips that SK Hynix and Micron offer. Samsung has already started providing samples to its customers.

Kyung Kye-hyun, president of Samsung’s chip division, said the company aims to regain the world’s top spot in the global semiconductor market in the next two to three years with the latest technologies, including cutting-edge AI memory semiconductors. “This will be a year of full-scale recovery and growth in the semiconductor industry,” Kyung said during an annual meeting with shareholders in Suwon, Gyeonggi Province, Wednesday.

#Nvidia #Samsung #HBM