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AI CURATED HOT STORY · 10/18/2026

Samsung to Use TSMC 3nm for Nvidia's Next-Gen HBM Base Dies

1 reports archived1 independent sourcesupdated 10/18/2026, 22:51:53
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1 Sources Cross-Validated

Nvidia mandates Samsung, SK Hynix, and Micron to use TSMC's 3nm process for next-gen NVHBM base dies to ensure performance consistency across suppliers. Samsung breaks its traditional one-stop production model to comply, while retaining in-house fabrication as a capacity backup plan.

LATEST/Nvidia mandates Samsung, SK Hynix, and Micron to use TSMC's 3nm process for next-gen NVHBM base dies to ensure performance consistency across suppliers. Samsung breaks its traditional one-stop production model to comply, while retaining in-house fabrication as a capacity backup plan.

HEAT TRENDHourly heat curve

3 fully observed hours
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11.0
Peak
11.710-19
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The line compares only sources observed throughout; gap hours are interpolated to keep the trend continuous.

TIMELINECoverage timeline

Total 1 reports · Latest first
  1. IT之家 · IT业界T2·68 pts
    • Nvidia standardizes NVHBM base dies on TSMC 3nm and core dies on 1c DRAM to eliminate supplier variability and streamline validation.
    • Samsung abandons its one-stop production model for Nvidia's custom HBM for the first time, signaling a shift in high-end memory manufacturing division.
    • Samsung retains in-house production for standard HBM and AMD clients, while validating internal capabilities for NVHBM as a hedge against TSMC capacity limits.
Samsung to Use TSMC 3nm for Nvidia's Next-Gen HBM Base Dies | Today for AI