Seoul Economic Daily reports Samsung Electronics will use TSMC's 3nm process to
produce base wafers for NVIDIA's next‑generation custom HBM, marking the first
Samsung‑TSMC cooperation at the HBM manufacturing stage. Industry sources say
NVIDIA has asked Samsung, SK Hynix and Micron to use TSMC's process for NVHBM
base wafers and to adopt sixth‑generation DRAM for the core dies. NVHBM,
released in August, integrates NVIDIA's custom memory controller into the
substrate to standardize implementation across multiple memory suppliers.
Samsung accepted the request after internal review but will continue in‑house
production for standard HBM and other customers' custom products, and is
evaluating whether its foundry could produce NVHBM base wafers if demand exceeds
TSMC capacity.