TL;DR: Samsung has not yet passed NVIDIA's qualification for HBM3E memory, making it unlikely to supply 8-layer and 12-layer HBM3E to NVIDIA this year. The delay is due to Samsung's inability ...
While oversupply is expected... At CES 2025, Nvidia CEO Jensen Huang publicly addressed challenges regarding Samsung Electronics' HBM3E memory design, marking his first explicit acknowledgment of ...
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