Samsung Electronics has decided to use Taiwan Semiconductor Manufacturing Co. (TSMC)’s 3nm process to produce NVHBM base dies at Nvidia’s request, according to a post on X by Citrini analyst jukan, who cited Korean media reports. The update points to a manufacturing arrangement shaped by Nvidia’s requirements rather than a full shift away from Samsung’s own foundry lines.
The report also said Samsung has not completely ruled out using its internal foundry capacity. The company is now assessing whether it would be feasible to manufacture the base dies in-house if NVHBM demand rises beyond what TSMC can supply. That leaves open a backup production path tied to future capacity constraints.
No additional production timeline, volume target, or financial details were disclosed in the source update.
Samsung Electronics has decided to use Taiwan Semiconductor Manufacturing Co. (TSMC)’s 3nm process to manufacture NVHBM base dies at Nvidia’s request, according to a post on X by Citrini analyst jukan, citing Korean media reports.
Samsung has not fully ruled out using its own foundry lines, however. The company is evaluating whether it would be feasible to produce the base dies internally if NVHBM demand exceeds TSMC’s available capacity.
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