CEO Jensen Huang told Bloomberg TV yesterday (23rd) at the honorary doctorate ceremony of Hong Kong University of Science and Technology.
CEO Hwang explained that he is considering receiving both HBM3E 8th and 12th HBMs, which are 5th generation high-bandwidth memories, from Samsung Electronics.
Earlier on the 31st of last month, Samsung Electronics also said in a third-quarter earnings conference call, "We are currently selling both HBM3E 8th and 12th stages in mass production," adding, "We have secured significant progress in completing important steps in the quality test process of major customers and are expected to expand sales in the fourth quarter."
In order for Samsung Electronics to get on the AI semiconductor rally, it needs to deliver HBM to Nvidia, and Nvidia also needs to supply HBM from Samsung Electronics considering price bargaining power and supply and demand.
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