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Samsung said to use TSMC tech for Nvidia memory chips
Original: Samsung said to use TSMC tech for Nvidia's next-generation memory chips (SSNLF:OTCMKTS)
Samsung is reported to be adopting TSMC technology for manufacturing next-generation memory chips destined for Nvidia, according to a news report cited by Seeking Alpha. If confirmed, the arrangement would mark an unusual instance of Samsung relying on its chief foundry rival's process technology, underlining how critical advanced memory supply for Nvidia's AI accelerators has become. Investors are watching the report for implications for the foundry and memory market balance.
Why now: The reported Samsung-TSMC cooperation for Nvidia-related memory chips is surprising given the companies' foundry rivalry and Nvidia's central role in the AI boom.
Evidence
- Samsung said to use TSMC tech for Nvidia's next-generation memory chips (SSNLF:OTCMKTS) · Seeking Alpha
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