#HBM3E

Reports suggest NVIDIA has secured a deal with Samsung for its 12-layer stacked HBM3E memory, potentially for use in liquid-cooled server systems. The initial order is rumored to be 30,000-50,000 units. Samsung has neither confirmed nor denied the agreement. While previous validation claims proved premature, Wall Street analysts are optimistic that Samsung will complete certification by the end of August and begin shipments to NVIDIA in Q4. Samsung aims to reduce HBM3E production costs and expects increased HBM profitability.

Samsung’s 12-layer HBM3E memory is facing delays in obtaining NVIDIA certification, potentially pushing the timeline to Q4 2025. This setback for the tech giant, which previously aimed for earlier certification dates, could impact its market strategy and revenue. Meanwhile, competitors like Micron are poised to gain market share, as they are actively pursuing HBM3E opportunities, notably with NVIDIA’s GB300 project.