Samsung Electronics cooperates with Nvidia to supply HBM3 memory, stock price rises 6%

News on September 2, according to Bloomberg, Samsung Electronics recently announced that it has successfully entered NVIDIA’s accelerator card supply chain and is expected to begin supplying high-bandwidth memory (HBM3) to NVIDIA in October this year. This news quickly stimulated Samsung's stock price, which rose by 6% in one fell swoop, setting the largest single-day rise since January 2021.

With the booming development of the artificial intelligence (AI) industry, the demand for NVIDIA accelerator cards has shown explosive growth. At present, the main supplier is SK Hynix, but due to the continuous expansion of market demand, the problem of insufficient supply has gradually emerged. The addition of Samsung Electronics will provide Nvidia with more HBM3 memory supplies, which is expected to alleviate the contradiction between supply and demand. It is worth noting that Samsung Electronics has always been in the leading position in the storage field, especially in the HBM3 field, surpassing SK Hynix.

According to the editor’s understanding, it has been reported that AMD and Samsung Electronics have reached an agreement, and Samsung’s HBM3 memory and packaging technology will be used in AMD MI300X GPU. It is expected that Samsung Electronics will occupy 50% of the HBM market next year, further consolidating its competitive advantage in the field of high-bandwidth memory.

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