What is happening?
According to Wccftech, NVIDIA is bringing Samsung and TSMC onto the same manufacturing track as it develops custom HBM (NVHBM). The two foundries will co-develop the base die that sits beneath the HBM stack on the 3nm node.
Why it matters
Samsung has typically taken a "turnkey" approach to HBM core and base dies. NVIDIA's custom memory calls for a more streamlined manufacturing flow. The end goal is a standardized product that needs fewer quality verification steps.
Who is involved
Per the report, Micron and SK hynix are joining Samsung for the same purpose, as NVIDIA aims for consistent performance through a single manufacturing process. The article also states that the custom HBM will be used in Feyman GPUs.
Open questions
The information rests on a single outlet's report; no official statement from NVIDIA, Samsung or TSMC appears in the text. Production timelines and volumes are not detailed.
