What's happening?
Samsung will use TSMC's 3-nanometer manufacturing process for NVIDIA's next-generation high-bandwidth memory (HBM) chips. The choice puts two companies usually seen as rivals in the same supply chain.
Why it matters
HBM directly shapes the performance of AI accelerators. Surging demand is pushing manufacturers to expand capacity and explore different technology options.
A second option on the table
Samsung is also evaluating its own 2nm process to meet rising demand, meaning it plans to balance capacity across multiple production paths rather than relying on a single route.
