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Samsung pitches 12-stack HBM3E to Nvidia after AMD’s AI accelerator win

Samsung Electronics is intensifying its push to secure a major HBM3E supply deal with Nvidia, as Device Solutions chief Jun Young-hyun visited Nvidia’s Silicon Valley headquarters in late June 2025. It was Jun’s second visit in under two months — following a May 2025 trip — according to semiconductor expert Jukan Choi (@Jukanlosreve on X). The trip reflects Samsung’s growing confidence, bolstered by its recent success in supplying 12-stack HBM3E to AMD for its latest AI accelerators.