Samsung’s HBM3E Process Witnesses a Massive Breakthrough As It Sees Pivotal Adoption From AMD’s Latest Instinct MI350X AI Accelerator

Samsung’s HBM business might see a massive turnaround as AMD adopts the HBM3E process in its latest AI accelerator, paving the way for NVIDIA’s approval.

Samsung’s HBM3E Could Be Very Well On-Track For NVIDIA’s Approval, After Seeing Integration By AMD

The Korean giant isn’t having the best times regarding the business in the AI segment, particularly since the foundry division has been underperforming for several quarters now. There was some hope for the HBM business when it was reported that NVIDIA had shown tremendous interest, but after a series of qualification tests, Samsung didn’t manage to pass Team Green’s standards at all, which had put the Korean giant in the backseat in the segment as well.

However, according to a report by BusinessKorea, Samsung might find some hope after AMD announced that the firm utilized Samsung’s HBM3E 12-Hi stacks for its newest AI accelerator. Moreover, Samsung is also planning on collaborating with AMD on the Instinct MI400 accelerator lineup as well, through its HBM4 process.

AMD revealed that its newest AI accelerators, the Instinct MI350X and MI355X, will feature HBM3E from Samsung and Micron. Since both AI GPUs are said to employ 288 GB of memory, AMD has likely utilized 12-Hi stacks from Samsung. Not only this, but AMD also plans to scale up its offerings to rack-scale solutions, which will likely drive more demand for HBM3E memory solutions, benefiting Samsung in the long run. Since this is the first time AMD has officially announced its partnership with the Korean giant, we expect a positive industry response.

Samsung has plans to scale up HBM4 production moving into the second half of this year as well, and with AMD using the process for its Instinct MI400 AI accelerators, we expect Samsung to see adoption here as well. The Korean giant is particularly determined to turn the tables into its favour with HBM4, since competitors like SK hynix and Micron have managed to see a massive boost in HBM market share, after they cooperate with NVIDIA, hence Samsung is eager to take the lead back, and this could happen with AMD’s announcement, as well as a capable HBM4 solution.