Samsung would have started mass production of 12 -layer HBM3E chips for Nvidia. It would not only be the beginning of production, but the expansion, and it would have started earlier this year. The company’s production line was operating at low speed and would now have been converted into a high volume production line.
The information is from ZDNET Korea, according to which Samsung is confident that it will get NVIDIA approval for its new 12 -layer HBM3E chips. Therefore, the South Korean company has started mass production of state-of-the-art chips that expect to be used on Nvidia AI accelerators.
AI products are used by several companies, with Microsoft having purchased nearly 500,000 GPUS Nvidia Hopper for AI in 2024. And while Nvidia is selling well, it’s good business for Samsung to provide to Nvidia.
Earlier this year, Apple was preparing to invest $ 1 billion in Nvidia AI servers. The green team will work with TSMC, Foxconn and others with the objective of expanding their performance in the US until 2029.
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Start of mass production
The mass production of 12 -layer HBM3E chips would have started in February. They are based on the company’s 1a (10 nm of fifth -generation) DRAM (10 Nm Nm Nm). These chips offer better performance than the previous HBM3E that Samsung offered, but they failed Nvidia’s tests in the second half of last year.
As a result, the company had great damage and The expectation is that the failure in approval does not occur this time.
According to the available information, Samsung manages to manufacture 120,000 to 130,000 HBM3E chips units per month. In general, the entire production process takes about 6 months. If Samsung receives Nvidia’s approval in June or July this year, it would be difficult for the company to start mass production.
Like this, Samsung began already confident mass production that Nvidia will approve the productbecause it would be too late to start massive production after approval.
Samsung and Nvidia Relationship
Samsung is competing against Micron by providing HBM3E chips, and would have lost to the competitor to supply chips to Google. In addition, Nvidia first surpassed Samsung in semiconductors history. This, in practice, put the company in a vulnerable position.
At the same time, Nvidia has received great prominence with its AI chips, with its CEO stating that the company’s chips advancing faster than Moore’s law. And large companies have purchased from their products, even though they are trying to create alternative and competitive solutions.
By the end of this year, the company can migrate to HBM4 chips to its new AI accelerator called Rubin. What is another reason for Samsung to start mass production of 12 layer HBM3E chips, as She expects to have enough stock when she receives the approval of Nvidia.
Samsung also plans to double the production of HBM chips, from 4 billion GB (gigabits) produced last year to 8 billion GB (gigabits) this year. However, the production was only 600 to 800 million GB in the first quarter of this year. Now the company needs to increase the pace of production to reach the goal.
Fonte: Zdnet Korea is sammobile.
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Source: https://www.adrenaline.com.br/samsung/samsung-inicia-producao-de-chips-hbm3e-de-12-camadas-para-a-nvidia-rumor/
