Nvidia could supply its powerful AI chips to Samsung

Since Nvidia approved Samsung’s high-bandwidth memory (HBM3E) chips for use in its AI accelerators, Samsung’s share prices have been rising. The GPU maker is now reportedly set to supply its AI chips to Samsung and several other South Korean firms.

According to a report from Yonhap News Agency, Nvidia CEO Jensen Huang will attend the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju, South Korea, this week. During this important business gathering, Huang is expected to sign a deal with Samsung Electronics to supply its AI chips. He is also expected to sign similar deals with other big Korean firms, including Hyundai Motor Group, Naver Corporation, and SK Group.

Samsung could use these AI chips from Nvidia to bring AI-powered productivity enhancements to its business processes, products, and services in the future.

Huang is expected to meet Samsung Electronics chairman Jay Y. Lee in Soeul, South Korea, on Thursday. They could also discuss Samsung's HBM4 chips for Nvidia's next-generation flagship AI accelerator, Rubin. Nvidia is expected to launch Rubin sometime in the second half of next year, and it will use HBM4 chips in that AI accerator.

Micron, Samsung, and SK Hynix are the only firms in the world that have developed HBM4 chips, and all of them have reportedly sent their HBM4 samples to Nvidia for testing. It remains to be seen which samples Nvidia approves, and that will likely clarify who it will buy those chips from.

If Samsung manages to get its HBM4 chips approved by Nvidia, it will likely earn billions in revenue and profit. And it could mark Samsung's return to the top spot in the semiconductor memory chip segment, which is currently being held by SK Hynix.