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Samsung Enfrenta a SK Hynix por el Contrato de Nvidia

Clash of Titans in the Chip Industry Samsung Electronics Co., the world’s top memory chip maker, has formed a specialized team to secure a high-bandwidth memory (HBM) chip supply deal with Nvidia Corp., the global artificial intelligence semiconductor giant. This strategic move aims to displace SK Hynix Inc., the current market leader in HBM, in a deal valued in the billions of dollars.

Technical Development and Strategic Competition Samsung has mobilized a team of approximately 100 outstanding engineers with the primary goal of improving manufacturing yields and quality to pass Nvidia’s tests. Nvidia, under the direction of CEO Jensen Huang, has specifically requested improvements in 8-layer and 12-layer HBM3E chips. This chip is the best in its class for AI applications, excelling in AI learning speed by an average of 34% compared to the 8-layer products.

Opportunities and Challenges in the Market Samsung’s strategy to rapidly increase supply to Nvidia could start in the third quarter, according to industry sources. This effort comes at a critical time as SK Hynix, which has dominated the global HBM market with over 90% market share, has also been supplying HBM3E chips to Nvidia and has provided 12-layer product samples for evaluation.

Dynamics of a Growing Market HBM is crucial for graphics processing units (GPUs), which act as the brain of AI accelerators, given that their bandwidth and storage capacity are more than 10 times greater than ordinary chips. The growing popularity of next-generation chips has changed the landscape of the memory chip industry, which previously concentrated on general-purpose products.

The Role of AI in Expanding the HBM Market The HBM market has significantly grown since the emergence of generative AI such as ChatGPT in 2022, prompting major tech companies to rush investments into the sector. SK Hynix has been the major beneficiary, being the only chip manufacturer capable of producing HBM3, the fourth-generation product with a bandwidth of 819 GB per second.

In a market likely to grow even further by 2030, both Samsung and SK Hynix have the opportunity to secure large deals, though their supply volumes will vary.

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