Samsung seeks its way back into NVIDIA’s supply chain: talks on Foundry, HBM4E and HBM5 (opens in new tab)

Samsung has recently had an uncomfortable problem in the AI hardware boom: it is big everywhere, but not leading everywhere where the highest margins are currently being made. In HBM, SK hynix dominated NVIDIA’s supply chain for a long time, and in the foundry business Samsung continues to face pressure from TSMC. That makes the […]