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Photo courtesy of Yonhap News |
[Alpha Biz= Kim Jisun] SEOUL, October 30, 2025 — Samsung Electronics announced that it has begun supplying its fifth-generation high bandwidth memory (HBM3E) chips to NVIDIA, officially confirming its entry into the world’s largest AI semiconductor maker’s supply chain. The company also revealed that all production capacity for its upcoming sixth-generation HBM4 has already been fully booked.
During its third-quarter earnings conference call, Samsung said, “We are now mass-producing and selling 12-layer HBM3E chips to all customers,” effectively signaling the start of shipments to NVIDIA — roughly 20 months after delivering initial HBM3E samples.
Samsung added that it has completed the setup and supply contracts for HBM4 mass production, with robust AI-driven demand expected to sustain its memory business momentum. Kim Jae-joon, Executive Vice President of Samsung’s Memory Business Division, stated, “As HBM4 demand continues to rise, we are expanding production capacity for our 1c (10nm-class 6th generation) process technology.”
With NVIDIA joining Samsung’s HBM client list—alongside existing customers AMD and Broadcom—the global HBM market landscape is expected to shift. SK hynix currently leads with roughly 58% market share, while Samsung holds around 20%, positioning it for significant growth following this partnership.
Samsung also reported record quarterly consolidated revenue of ₩86.1 trillion (approx. US$62 billion), with operating profit rising 32.5% year-over-year to ₩12.17 trillion, driven by a ₩7 trillion profit from its semiconductor division.
The announcement coincided with a high-profile meeting between Samsung Electronics Chairman Lee Jae-yong and NVIDIA CEO Jensen Huang, who met over Korean fried chicken and beer (“chimaek”) at Kkanbu Chicken in Seoul’s Samseong-dong district.
During the casual dinner, Huang said, “I love sharing chicken and beer with friends — and Kkanbu is the perfect place for that,” adding, “There are many exciting announcements coming soon, and Korea has some of the best partners we could ask for.”
Alphabiz Reporter Kim Jisun(stockmk2020@alphabiz.co.kr)
