Samsung's HBM3 chips get Nvidia's nod for use in China-focused AI processor - report [Seeking Alpha]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
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use in the U.S. company's processor for the first time, Reuters reported citing people with knowledge of the matter. For now, it is a curtailed approval, as Samsung's HBM3 chips will only be used in a less sophisticated Nvidia graphics processing unit, or GPU, the H20, which has been built for the Chinese market to adhere to U.S. export rules, the report added It was not clear if Nvidia would use the South Korean company's HBM3 chips in its other AI processors, or if the chips would have to clear more tests for that to occur. Samsung has not yet cleared Nvidia's evaluation for its fifth-generation HBM3E chips and testing of those chips is ongoing, according to the report. Samsung could start supplying HBM3 for Nvidia's H20 processor as early as August. To comply with the U.S. export curbs, the H20's computing power has been significantly downsized compared to the H100, a version sold in non-China markets. In March, it was reported that Nvidia was cutting the price of H20,
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