Samsung's Nvidia HBM bid raises four strategic concerns

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 21 Oct, 23:51 UTC

Samsung Electronics is reportedly turning to TSMC's 3nm process to produce base dies for Nvidia's custom high-bandwidth memory (NVHBM), abandoning its long-standing turnkey integration model to win a place in Nvidia's supply chain. The move could meet customer requirements, but it is raising…