Trends

Samsung’s 8-layer HBM3E chips pass Nvidia’s testing for adoption

Samsung’s fifth-gen HBM3E memory chips have cleared Nvidia’s AI processor tests, marking a major step in their AI tech collaboration.

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Headline

Samsung’s fifth-gen HBM3E memory chips have cleared Nvidia’s AI processor tests, marking a major step in their AI tech collaboration.

Context

OUR TAKE Nvidia is a pioneering company in the field of graphics processing units (GPUs) and AI processors, dedicated to advancing computing technologies for a wide range of applications. Samsung Electronics is a world-renowned manufacturer of consumer electronics and semiconductors, known for its innovative and cutting-edge products that drive industry progress. Samsung’s HBM3E chips in Nvidia’s AI processors promise faster speeds, better efficiency, and the ability to manage larger, more intricate AI models, propelling AI innovation forward. –Rebecca Xu, BTW reporter According to three sources briefed on the matter, a variant of Samsung Electronics’ next-generation high bandwidth memory (HBM) chips, known as HBM3E, has successfully cleared Nvidia’s assessments for integration into its artificial intelligence processors.

Evidence

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Analysis

Though Samsung and Nvidia have not yet formalised a supply agreement for the tested 8-layer HBM3E chips, insiders anticipate that the deal will be sealed shortly, with deliveries projected to commence in the fourth quarter of 2024. HBM, a DRAM (dynamic random-access memory) standard introduced in 2013, stacks chips vertically to save space and reduce power usage. It is integral to GPUs for AI, aiding in processing large data volumes from intricate applications. HBM3E chips are likely to become the mainstream HBM product in the market this year with shipments concentrated in the second half, according to research firm TrendForce . Also read: Samsung forecasts AI-driven chip demand surge Also read: Nvidia’s AI chip delay is a supply chain test for AI technology

Key Points

  • A version of Samsung Electronics’ fifth-generation high bandwidth memory (HBM) chips, or HBM3E, has passed Nvidia’s tests for use in its artificial intelligence processors, three sources briefed on the results said.
  • This development marks a significant milestone in the collaboration between the two tech giants and signals a step forward in the advancement of AI technology.

Actions

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Author

Rebecca Xu (r.xu@btw.media)· author profile pending