Samsung, the largest supplier of memory modules, has struggled to gain Nvidia's approval for its HBM3e memory in high-end AI accelerators. The company anticipates second-quarter revenue of roughly ₩74 trillion ($53.8 billion) and an operating profit of ₩4.6 trillion ($3.3 billion), which is significantly lower than previous analyst predictions. Samsung's inability to qualify its enhanced HBM3e products has led to delays, resulting in a competitive edge for rivals like SK Hynix, which has become Nvidia's primary memory supplier while Micron is also advancing with its own HBM3e stacks.
Samsung has so far struggled to secure Nvidia's signoff to use its latest-generation high bandwidth memory (HBM3e) in Nvidia's highest-end AI accelerators and Blackwell GPUs.
Clients have been deferring demand ahead of the planned launch of our enhanced HBM products,
Samsung has been working to qualify its 'enhanced' HBM3e stacks for use in Nvidia's flagship chips.
Samsung's challenges bringing HBM3e to market have been a boon for rival SK Hynix, which has become Nvidia's primary supplier of the memory.
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