South Korean news media FN News reported that Samsung has made it its priority to obtain NVIDIA chip orders this year.For a long time, NVIDIA has been using TSMC's advanced process nodes to develop GPUs, whether for consumers or the data center market.The latest series, including Ada Lovelace, Hopper and Blackwell, are all manufactured by TSMC's 5nm (4N) process.
Samsung foundries realize TSMC's leading position and hope to win NVIDIA again.To this end, they are making every effort to ensure that their 3-nanometer process nodes using the GAA (Gate All Around) architecture are competent and meet the requirements of NVIDIA.
To this end, Samsung has implemented an internal strategy code named "Nemo", which means NVIDIA. Each department is working hard to ensure that it can obtain orders from chip manufacturers.NVIDIA used Samsung's OEM factory (8nm) to produce GeForce RTX 30 "Ampere" GPU last time, which was specially designed for the game (client) market. Ada Lovelace "GeForce RTX 40", Ampere's successor product, turned to TSMC (5nm process).
So far, Samsung Generation Factory is expected to achieve mass production of 3-nanometer GAA process in the first half of 2024.GAA technology will eliminate some major bottlenecks of the old FinFET process, but it remains to be seen whether the process is enough to win NVIDIA's favor.
Recently, it was reported that the company failed to pass NVIDIA's HBM3E memory certification program, which may lead to major business setbacks. However, Samsung is ensuring that it can improve its HBM memory, and has planned to develop the next generation of HBM4 architecture, which is expected to appear in 2025-2026.
Whether NVIDIA's chip business will choose Samsung again in the future remains to be seen.We are likely to see some semi customized products before turning to Samsung OEM.In view of the demand for NVIDIA GPUs, this chip manufacturer is likely to purchase chips from all available semiconductor factories from dual sources, just as it used to purchase HBM and packaging materials from dual sources.
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