Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia’s flagship Blackwell processors are projected to make up less than 10% of the total. SK Hynix and Micron have already won certification for 12-layer HBM3E and remain well ahead. Samsung cleared certification for its 8-layer version in the second quarter of 2025, roughly a year after SK Hynix, and is now trying to close the gap.