Samsung Electronics may clear Nvidia’s certification for its 12-layer HBM3E memory, but industry sources say the achievement is unlikely to yield short-term financial gains. SK Hynix, having secured early qualification, has already locked in most of the orders and controls the supply chain. Samsung is projected to pass Nvidia’s quality requirements by late 2025 following continued product refinements, but shipment volumes are expected to remain constrained.
In a landmark announcement at Computex this week, Nvidia CEO Jensen Huang unveiled plans to partner with Foxconn in establishing Taiwan’s most advanced artificial intelligence (AI) supercomputing center — an “AI Factory” aimed at accelerating the island’s capabilities in AI research and application. Sources indicate that the first phase of the initiative will break ground in Kaohsiung.
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