Samsung Returns To Nvidia Supply Chain After 19 Months

Benzinga
2025.10.10 11:14
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Nvidia has approved Samsung Electronics' fifth-generation HBM3E memory for its GB300 AI accelerator, marking Samsung's return to Nvidia's supply chain after 19 months. This approval follows years of setbacks, with Samsung overcoming technical challenges through direct engagement from Chairman Lee Jae-yong. Initial supply volumes will be limited, but this positions Samsung for future HBM4 deliveries and supports its AI initiatives. Samsung has also secured contracts for OpenAI's Stargate project and is collaborating with SK Telecom on AI data centers. NVDA stock rose 0.55% to $193.62 premarket.