News Samsung HBM3E chips reportedly fail to meet Nvidia's heat and power requirements

The original report might not be fully correct. It is a bit unclear whether this is a production issue at Samsung's Fab, a packaging related issue or something else entirely.

Since a failing qualification tests certainly doesn't mean that Samsung's process is flawed; in reality, Samsung has supplied HBM3 memory to AMD for its Instinct MI300X accelerator.

As per some insider industry reports, these failing tests were associated with how high the "bar" and expectation was established by NVIDIA's partners like SK hynix, and some related it to the fact that TSMC was also a bit reluctant to see the inclusion of Samsung into the supply chain, so the situation is uncertain as of now.

But we can't verify the accuracy of these claims/rumors though.

Any quality tests by clients taking months is not uncommon in the chip industry, where a new chip will start development usually two years in advance before it rolls out commercially. Back and forth with a client over varying test results is also not uncommon.

Meanwhile, whether Samsung can supply its HBM3E devices to other companies, such as AMD, is unclear.

Well, I suppose AMD might be in a better position if this news is to be believed. Though, this can't be directly correlated with the current power/heat issues Nvidia is facing.

But anyway, Korean media recently reported that the Samsung has gained AMD's trust in its HBM3E memory. The Korean giant has decided to supply HBM3E 12-layer DRAM to AMD, which is expected to come into mass production sometime later this year. The contract is worth around 4 trillion won, or $3 billion.

The report further states that Samsung has bought AMD's GPUs in exchange, but the quantities haven't been disclosed yet.

https://www.viva100.com/main/view.php?key=20240423010007552
 
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thisisaname

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But we can't verify the accuracy of these claims/rumors though.

That the great about rumours, you can write so many column about then and not have to produce any evidence, other than "someone said".

Not saying the author of the article made it up but rumours do lead to a lot of interesting articles :)