NVIDIA has emerged as the leading supplier of AI semiconductor solutions across the globe. There's incredible demand for its products as companies jump on the AI bandwagon with new solutions and services.
AI semiconductors require advanced memory chips and Samsung finds itself in a good position to cash in on this boom. It has a competitive portfolio of advanced memory chips and NVIDIA is finding them very suitable for its AI semiconductors.
NVIDIA working to integrate Samsung's HBM3E memory chips
NVIDIA CEO Jensen Huang called high-bandwidth memory (HBM) a “technological miracle,” at the company's GPU Technology Conference in San Jose, California. Huang said that it's very complicated to produce but the value that it adds to the finished product is very high. He also added that NVIDIA is looking to purchase HBM chips from Samsung Electronics.
Huang also expects that the popularity of generative AI is going to significantly increase demand for HBM chips, and that it has the potential to possibly replace DDR memory in data centers worldwide. Huang gave credit to Samsung and SK Hynix, another Korean memory supplier, for the role they've planed in the HBM technology advancement.
The NVIDIA CEO didn't directly allude to a potential collaboration with Samsung, but left the idea open without providing any specific details. He did mention that NVIDIA is testing Samsung's HBM3E memory modules for integration into its GPUs.
Samsung is counting on the increasing demand for its memory products to reverse the fortunes of its chip division which have taken a hit over the past year or so due to the supply glut and subsequent decrease in prices of memory chips.
