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Samsung to boost semiconductor business with HBM3 supply to NVIDIA

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Samsung Electronics breaks SK Hynix’s high-bandwidth memory HBM3 exclusive structure for NVIDIA. The company’s sluggish semiconductor business performance is expected to quickly recover next year.

According to a new report, Samsung plans to supply HBM3 to NVIDIA starting in January of next year. The company’s HBM3 is mounted on NVIDIA’s graphics processing unit (GPU).

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Before NVIDIA, the South Korean tech giant succeeded in supplying HBM3 to AMD in the US. While AMD’s market isn’t large, NVIDIA holds more than 90% of the share in the AI GPU market.

SK Hynix as a latecomer?

Industry watchers predict that Samsung’s HBM market share could surpass SK Hynix by the second half of next year. An insider says, “Samsung Electronics’ HBM market share may exceed 50% in the second half of next year.”

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