Samsung has accepted Nvidia’s request to have TSMC manufacture the base die for NVHBM (Nvidia’s custom HBM based on next-gen HBM4E), a concession to the world’s biggest HBM buyer, media report. Samsung joins SK Hynix and Micron in using TSMC’s 3nm base die to ensure consistent performance and reduce validation work across suppliers.

Among the three big memory chip makers, only Samsung has historically supplied its own base die for HBM and will continue to do so for standard products and other clients. It is also validating whether it can supply its own version of the NVHBM base die in case demand exceeds TSMC’s capacity. $NVDA $TSM $SKHY $MU $SSNLF #Samsung #semiconductors https://en.sedaily.com/finance/2026/10/18/samsung-to-use-tsmc-for-base-die-in-nvidias-custom-hbm