The 12-layer HBM3E improves AI learning speed by 34% on average compared to the 8-layer product.“Samsung aims to log a high market share by quickly increasing supply to Nvidia,” said one of the sources.“It is expected to speed up the supply from the third quarter.”The strategy came as SK Hynix Inc., the world’s No.2 memory chipmaker, has been dominating the global HBM market with a market share of more than 90%.“We lost the first battle but have to win the second,” said Samsung President & CEO Kyung Kye Hyun, who manages the tech giant’s chip businesses.
GROWING COMPETITIONSK Hynix, which has already been selling 8-layer HBM3E to Nvidia, also provided 12-layer product samples to the US graphics chip designer for performance evaluation for supply from the third quarter.“It is impossible to secure a competitive edge in an instant,” said SK Hynix Chief Executive Kwak Noh-jung.“But we won’t be complacent.” It was the first time for Samsung and SK Hynix to compete to supply a single client - Nvidia, the world’s only HBM3E customer - with the same product at the same time.
The task force with about 100 excellent engineers has been working to improve manufacturing yields and quality with the first aim to pass Nvidia’s tests as Nvidia CEO Jensen Huang asked the South Korean company to raise the yields and quality of 8-layer and 12-layer HBM3E chips for supply, according to industry sources in Seoul o Monday.
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