Samsung Electronics
Despite a 30-year memory and foundry supply relationship, Nvidia represents a small share of Samsung's ~$200B total revenue. Samsung holds ~22% HBM market share vs SK Hynix's 57%, and is fighting to regain Nvidia allocation with HBM3E and HBM4.
Supplies HBM3E and HBM4 memory and foundry services for Nvidia; co-building a 50,000+ GPU AI factory for semiconductor R&D and digital twin development
Notes
25-year supply relationship. October 2025 AI factory announcement covers HBM3E, HBM4, GDDR7, SOCAMM2, and foundry services alongside the GPU factory build.
Milestones
- Samsung begins 30-year memory supply partnership with Nvidia
Multi-decade supply relationship covering DRAM, GDDR, HBM, SOCAMM2, and foundry services across every Nvidia GPU generation. Partnership confirmed to span 25+ years in joint announcements.
→ nvidianews.nvidia.com - Samsung HBM3E clears Nvidia qualification after delays, enters supply chain
Samsung's 12-layer HBM3E passes Nvidia qualification in Q3 2025, opening the door to Nvidia supply contracts after months of lag behind SK Hynix and Micron on HBM3E delivery.
→ www.kedglobal.com - Samsung and Nvidia announce 50,000-GPU AI factory for intelligent manufacturing
Nvidia and Samsung announce a 50,000+ GPU Blackwell AI factory covering HBM3E, HBM4, GDDR7, SOCAMM2, and foundry services, alongside AI and robotics model development.
→ nvidianews.nvidia.com - Samsung unveils HBM4E roadmap at GTC 2026, deepening Nvidia partnership vision
Samsung presents HBM4E and comprehensive AI solutions roadmap at Nvidia GTC 2026, reaffirming multi-product collaboration across memory and semiconductor manufacturing.
→ news.samsung.com