Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC
THE SO WHAT
When Samsung is willing to fab on TSMC for Nvidia’s NVHBM base dies, memory and foundry loyalties are yielding to AI demand gravity. For anyone building on Nvidia’s roadmap, assume tighter coupling between HBM design and leading-edge logic nodes—and more fragility in the memory supply chain.
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