Novo Nordisk Raises 2026 Outlook on Strong Wegovy Demand 
Dell Stock Hits Record High After Trump Endorsement, AI Server Demand Fuels Rally 
Taiwan Activates Backup Communications After Undersea Cable Break on Dongyin Island 
Meta Raises 2026 Capex Outlook Amid AI Spending Surge, Shares Drop After Earnings 
Anthropic’s $1.5B AI Venture with Wall Street Firms Targets Private Equity Market 
Samsung Surpasses $1 Trillion Market Cap Amid AI Chip Boom and Apple Partnership Talks 
Coinbase Q1 2026 Earnings Miss Sends COIN Stock Lower Amid Crypto Market Slump 
Maersk Q1 Earnings Beat Expectations as Iran Conflict Clouds Shipping Outlook 
Infineon Raises 2026 Outlook as AI Data Center Chip Demand Surges 
OCBC Q1 Profit Rises 5% on Strong Wealth Management and Non-Interest Income 
Aker BP Q1 Profit Jumps on Higher Oil Prices and Asset Reversal 
Nike Tariff Refund Lawsuit Sparks Consumer Backlash Over Price Increases 
AWS Data Center Overheating Disrupts Cloud Services in Northern Virginia 
BHP Attracts AI-Focused Investors as Copper Demand Surges 
Anthropic Secures $1.5B AI Venture Backed by Wall Street Giants, Shaking Software Sector 
Continental AG Shares Jump After Q1 Profit Beats Expectations 
Samsung appears poised to overcome setbacks in its quest to supply HBM3E memory to NVIDIA, aiming to establish itself in the AI accelerator market. With key milestones reportedly completed, Samsung may soon join the ranks of NVIDIA’s high-bandwidth memory suppliers.
Samsung Faces Setbacks in Securing NVIDIA as an HBM Client
A huge "business shock" befell Samsung when news broke that the company had failed to secure NVIDIA as an HBM customer, with the reason given as an indeterminate delay in the process. This led many to believe that Samsung had failed to build its position in NVIDIA's supply chain.
On the other hand, Samsung recently disclosed in its results call that it is still working on becoming an NVIDIA supplier and that it is on the correct track to provide 8-Hi HBM3E memory to a "major customer."
Samsung Remains Confident in HBM3E Supply Path
Kim Jae-jun, VP of Samsung's Memory Business Division, made some comments, although he didn't specifically call out NVIDIA. On the contrary, he said that Samsung is actively seeking to establish an HBM3E supply with a major client; experts speculate that this could be NVIDIA, given that the Korean behemoth is currently being careful with its pronouncements.
According to BusinessKorea, this is what the VP of Samsung had to say:
“Both HBM3E 8-stack and 12-stack products are being mass-produced and sold, and significant stages of the quality test process for a major customer have been completed, leading to sales expansion in the fourth quarter.
We are preparing improved HBM3E products in line with the next-generation graphics processing unit (GPU) projects of our major customer.”
NVIDIA Qualification Marks a Milestone for Samsung's HBM Ambitions
It was inevitable that Samsung, SK Hynix, and Micron would be added to the list of Team Green's HBM suppliers after we revealed in an earlier report that NVIDIA has already qualified Samsung for their HBM3E process.
Initiating HBM supplies to NVIDIA would be a huge win for Samsung, according to WCCFETCH. The Korean powerhouse is aiming for the "spotlight" in the AI markets, and forming partnerships with AI behemoths like NVIDIA is the only way to do it.
Samsung's Pursuit of AI Market Leadership with HBM4 Innovation
The Korean behemoth is ready to jump on the HBM4 bandwagon early on, and Samsung appears to be confident in its next-gen HBM4 process; the company has even gone so far as to say it will probably outsource the semiconductor essentials to TSMC.
The combination of memory and semiconductors in a single package in 6th-generation HBM memory is believed to lead to substantial generational advancements in AI goods.
