Last week, informed sources reported that Samsung Electronics, after repeated attempts, managed to certify its 8-layer HBM3E memory chips to Nvidia’s requirements, and therefore their deliveries for the needs of this customer will begin in the next quarter. Samsung did not directly comment on these rumors, but made it clear that product testing is being carried out in accordance with previously outlined plans.
Representatives of the South Korean memory manufacturer gave a rare comment for such cases to the Seeking Alpha resource: “Samsung Electronics is currently in the process of optimizing our products through close cooperation with various customers, and testing is carried out in accordance with the plans.” It can be assumed that by “optimizing” products, Samsung means changing the production technology of its HBM3E chips in order to bring their characteristics to Nvidia’s requirements.
Last week, there were also denials from the South Korean media about Samsung receiving the long-awaited Nvidia certificate, and statements from Samsung officials only make it possible to ensure that certification work continues according to schedule, but it is not yet possible to judge its results. It is possible that the topic will be discussed at Nvidia’s quarterly reporting event, which is scheduled for the end of this month.