Samsung Set to Provide HBM4 to NVIDIA Following Successful Quality Tests; Offers 30% Discount on HBM3E for H20 AI Chip

Samsung is on the brink of elevating its High Bandwidth Memory (HBM) business, recently advancing through critical qualification tests conducted by NVIDIA. This development marks a significant moment for the tech giant, suggesting its renewed focus and commitment to the HBM market.

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Previously, Samsung endeavored to achieve certification for its HBM3 process, encountering various obstacles along the way. However, advancements with HBM3E and the upcoming HBM4 could signal a pivotal shift for Samsung. As per a report from Sedaily, the company has reportedly passed NVIDIA’s rigorous reliability tests for its HBM4 technology, coupled with a compelling offer in the HBM3E segment.

The report indicates that Samsung’s HBM4 process was delivered to NVIDIA last month for sampling and has successfully passed the “initial prototype and quality tests.”This progression suggests that the company is poised to enter pre-production, a critical stage involving the testing of the memory type with GPU prototypes to evaluate metrics like real-time performance, temperatures, and speeds. Upon concluding pre-production, Samsung is expected to transition to high-volume manufacturing.

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If Samsung stays on track with its HBM4 process, mass production could commence by November. Achieving certification is crucial for revitalizing Samsung’s HBM business, particularly as the company navigates through sluggish financial quarters. Gaining entry into NVIDIA’s supply chain may serve as a vital turning point for recovery.

In addition, Samsung is reported to be making significant adjustments in its pricing strategy for HBM3E, proposing reductions of up to 30% to bolster its competitive standing in the HBM space. This strategic move is essential, especially after witnessing a decline in DRAM market share over the past few years. The urgency for Samsung to enhance its competitive edge is evident, and indications show that the company is proactively working to restore its reputation within the industry.

In summary, Samsung appears to be taking decisive action to reclaim its place in the HBM market, showcasing resilience and adaptability in a rapidly evolving technological landscape.

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