Samsung to Supply Nvidia with AI Chips as HBM Market Competition Heats Up

GuruFocus.com

01-31

Samsung Electronics (SSNLF) has received approval to supply 8-layer HBM3E high-bandwidth memory (HBM) chips to Nvidia (NASDAQ:NVDA), according to a Bloomberg report.

Warning! GuruFocus has detected 3 Warning Signs with NVDA.

These chips, less advanced than the 12-layer version, were approved in December 2024 and will be used in Nvidia's AI processors for the Chinese market. Nvidia and Samsung have not commented on the matter. Samsung recently indicated that HBM sales may face temporary constraints in Q1 2025.

The HBM market is currently led by SK hynix and Samsung, with Micron Technology (NASDAQ:MU) playing a smaller role. SK hynix was the first to mass-produce 8-layer HBM3E in early 2024 and started supplying the 12-layer version by the end of 2024.

Samsung CFO Sooncheol Park stated that since Q3 2024, the company has been producing both 8-stack and 12-stack HBM3E chips, expanding supply to multiple GPU providers and data centers.

This article first appeared on GuruFocus.

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2507957127"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2507957127\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2507957127?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-01-31 20:41","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2507957127","market":"us","top_or_hot":-1,"title":"Samsung to Supply Nvidia with AI Chips as HBM Market Competition Heats Up","media":"GuruFocus.com","content":"<html><body><p>Samsung Electronics (SSNLF) has received approval to supply 8-layer HBM3E high-bandwidth memory (HBM) chips to Nvidia (NASDAQ:NVDA), according to a Bloomberg report. </p>\n<ul>\n<li>Warning! GuruFocus has detected 3 Warning Signs with NVDA.</li>\n</ul>\n<p>These chips, less advanced than the 12-layer version, were approved in December 2024 and will be used in Nvidia's AI processors for the Chinese market. Nvidia and Samsung have not commented on the matter. Samsung recently indicated that HBM sales may face temporary constraints in Q1 2025. </p>\n<p>The HBM market is currently led by SK hynix and Samsung, with Micron Technology (NASDAQ:MU) playing a smaller role. SK hynix was the first to mass-produce 8-layer HBM3E in early 2024 and started supplying the 12-layer version by the end of 2024. </p>\n<p>Samsung CFO Sooncheol Park stated that since Q3 2024, the company has been producing both 8-stack and 12-stack HBM3E chips, expanding supply to multiple GPU providers and data centers.</p>This article first appeared on \nGuruFocus.\n<br/></body></html>","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Samsung to Supply Nvidia with AI Chips as HBM Market Competition Heats Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung to Supply Nvidia with AI Chips as HBM Market Competition Heats Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 20:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/samsung-supply-nvidia-ai-chips-124151155.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Samsung Electronics (SSNLF) has received approval to supply 8-layer HBM3E high-bandwidth memory (HBM) chips to Nvidia (NASDAQ:NVDA), according to a Bloomberg report. \n\nWarning! GuruFocus has detected ...</p>\n\n<a href=\"https://finance.yahoo.com/news/samsung-supply-nvidia-ai-chips-124151155.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".IXIC","symbol_name":"NASDAQ Composite","start_time":0,"source_url":"https://finance.yahoo.com/news/samsung-supply-nvidia-ai-chips-124151155.html","article_id":"2507957127","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2507957127","pubTimestamp":1738327311,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Samsung Electronics  has received approval to supply 8-layer HBM3E high-bandwidth memory  chips to Nvidia , according to a Bloomberg report.GuruFocus has detected 3 Warning Signs with NVDA.These chips, less advanced than the 12-layer version, were approved in December 2024 and will be used in Nvidia's AI processors for the Chinese market. Nvidia and Samsung have not commented on the matter. Samsung recently indicated that HBM sales may face temporary constraints in Q1 2025.The HBM market is currently led by SK hynix and Samsung, with Micron Technology  playing a smaller role. SK hynix was the first to mass-produce 8-layer HBM3E in early 2024 and started supplying the 12-layer version by the end of 2024.Samsung CFO Sooncheol Park stated that since Q3 2024, the company has been producing both 8-stack and 12-stack HBM3E chips, expanding supply to multiple GPU providers and data centers.This article first appeared on","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".IXIC":"NASDAQ Composite","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","PSQ":"纳指反向ETF","SSNLF":"三星电子","SNVD.UK":"LS -1X NVIDIA","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","USJW.SI":"ALPHAB 3xLongSG261006","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","USAW.SI":"AMZN 3xLongSG261006","SQQQ":"纳指三倍做空ETF","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4550":"红杉资本持仓","QID":"纳指两倍做空ETF","2NVD.UK":"2X NVIDIA ETP","LU0109392836.USD":"富兰克林科技股A","NVDA":"英伟达","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVD2.UK":"2X NVIDIA ETP","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","NVD3.UK":"LS 3X NVIDIA","LU0823414478.USD":"法巴经典能源转换基金","NVDS.UK":"LS -1X NVIDIA","NVIW.SI":"NVDA 3xLongSG261006","HBM":"HudBay Minerals Inc","SG9999015978.USD":"利安颠覆性创新基金A","BK4512":"苹果概念","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","TQQQ":"纳指三倍做多ETF","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","QLD":"纳指两倍做多ETF","BK4532":"文艺复兴科技持仓","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","MU":"美光科技","3NVD.UK":"LS 3X NVIDIA"},"translate_title":"HBM市场竞争白热化三星将向英伟达供应AI芯片","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".IXIC":0.68,"2NVD.UK":0.6,"3NVD.UK":0.6,"MNQmain":0.6,"NQmain":0.6,"HBM":1,"MU":1,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVIW.SI":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"SNVD.UK":0.6,"SQQQ":0.6,"SSNLF":1,"TQQQ":0.6,"TSYW.SI":0.6,"USAW.SI":0.6,"USJW.SI":0.6},"content_text":"Samsung Electronics (SSNLF) has received approval to supply 8-layer HBM3E high-bandwidth memory (HBM) chips to Nvidia (NASDAQ:NVDA), according to a Bloomberg report. \n\nWarning! GuruFocus has detected 3 Warning Signs with NVDA.\n\nThese chips, less advanced than the 12-layer version, were approved in December 2024 and will be used in Nvidia's AI processors for the Chinese market. Nvidia and Samsung have not commented on the matter. Samsung recently indicated that HBM sales may face temporary constraints in Q1 2025. \nThe HBM market is currently led by SK hynix and Samsung, with Micron Technology (NASDAQ:MU) playing a smaller role. SK hynix was the first to mass-produce 8-layer HBM3E in early 2024 and started supplying the 12-layer version by the end of 2024. \nSamsung CFO Sooncheol Park stated that since Q3 2024, the company has been producing both 8-stack and 12-stack HBM3E chips, expanding supply to multiple GPU providers and data centers.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}