Samsung to build NVHBM base dies on TSMC's 3nm node for Nvidia
At Nvidia's request, Samsung plans to make NVHBM base dies on TSMC's 3nm process and is weighing in-house output if demand grows.
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what happened
Samsung Electronics will manufacture NVHBM base dies on TSMC's 3-nanometer node at Nvidia's request, according to Korean media reports cited by analyst Citrini Jukan, as relayed by binance.com.
Odaily reported that Samsung is not ruling out its own foundry lines and is evaluating whether to produce the dies internally should NVHBM demand exceed TSMC's capacity.
why it matters
The move points to strong demand for TSMC's advanced capacity and to Nvidia spreading orders across foundry partners. For Samsung and TSMC shares, the key question is how large an order each will receive, but the details remain preliminary and unconfirmed.
market impact
Samsung, TSMC, Nvidia: shifting orders for memory base dies affects advanced foundry capacity utilization
tags
instruments
sources
- Samsung Electronics to Use TSMC 3nm Process for NVHBM Base Dies at Nvidia's Request — binance.com, 18 October 2026 at 09:04 UTC
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