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Samsung missed out on Nvidia's most expensive AI card but beats Micron to 36GB HBM3E memory — could this new tech power the B100, the successor of the H200?

Techradar

Techradar · 1y ago

Samsung missed out on Nvidia's most expensive AI card but beats Micron to 36GB HBM3E memory — could this new tech power the B100, the successor of the H200?

Samsung has unveiled the industry's first 12-stack HBM3E 12H DRAM, offering high bandwidth and capacity, potentially benefiting Nvidia's AI cards. The HBM3E 12H provides a bandwidth of up to 1,280GB/s and a leading capacity of 36GB, surpassing Micron Technology's offerings. It utilizes advanced thermal compression non-conductive film (TC NCF), resulting in a 20% increase in vertical density compared to Samsung's previous product. Samsung has already begun sampling the memory to customers, with mass production slated for the first half of this year. Micron, on the other hand, will ship its 24GB 8H HBM3E in Q2 2024.

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Micron starts mass production of its memory chips for use in Nvidia's AI semiconductors

Economic Times

Economic Times · 1y ago

Micron starts mass production of its memory chips for use in Nvidia's AI semiconductors

Micron Technology has commenced mass production of its high-bandwidth memory semiconductors for use in Nvidia's latest AI chip. Micron claims that its HBM3E will offer 30% lower power consumption compared to its competitors, making it desirable for generative AI applications. This development has led to a surge in Micron's shares before the opening bell. Nvidia plans to incorporate the HBM3E chip in its next-generation H200 graphic processing units, set to be shipped in Q2 2022, replacing the current H100 chip. The rising demand for high-bandwidth memory chips for AI applications has also boosted investor confidence in Micron's growth potential.

Samsung's arch-rival presents HBM3E memory chip that could power Nvidia's Blackwell B100 AI GPU — with 16 layers, 48GB and 10.24Gbps transfer rate, this may well be the key to make ChatGPT 6 live

Techradar

Techradar · 1y ago

Samsung's arch-rival presents HBM3E memory chip that could power Nvidia's Blackwell B100 AI GPU — with 16 layers, 48GB and 10.24Gbps transfer rate, this may well be the key to make ChatGPT 6 live

Samsung's rival SK Hynix is set to unveil its HBM3E DRAM memory chip, which offers improved performance and power efficiency. This breakthrough technology could potentially power Nvidia's upcoming B100 Blackwell AI GPU, as Micron won't release the next generation of its high-bandwidth memory unit until 2025. While Samsung was considered a likely candidate, SK Hynix is now a strong possible alternative supplier for Nvidia. The official confirmation of the chosen supplier is yet to be announced.

Micron starts mass production of memory chips for use in Nvidia's AI semiconductors

Economic Times

Economic Times · 1y ago

Micron starts mass production of memory chips for use in Nvidia's AI semiconductors

Micron Technology has begun mass production of its high-bandwidth memory (HBM) semiconductors for use in Nvidia's latest AI chip, causing its stock to rise over 5%. The HBM3E chip will consume 30% less power than competitors and help meet the increasing demand for chips powering generative AI applications. Designed for Nvidia's next-gen H200 graphic processing units, the chip is expected to surpass the current H100 chip, driving even more revenue for the chip manufacturer. Micron's entry into the HBM chip market also provides an alternative supplier for GPU makers such as AMD, Intel, and Nvidia.

Samsung's 8-layer HBM3E chips clear Nvidia's tests for use, sources say

Economic Times

Economic Times · 11m ago

Samsung's 8-layer HBM3E chips clear Nvidia's tests for use, sources say

Samsung Electronics' HBM3E memory chips have passed Nvidia's tests and are approved for use in the company's artificial intelligence (AI) processors. This is a significant milestone for Samsung, as it has been trying to catch up with its local competitor, SK Hynix, in supplying advanced memory chips for AI applications. The approval is for the eight-layer HBM3E chips, with the supply deal expected to be signed soon and production beginning in the fourth quarter of 2024. However, Samsung's 12-layer version of HBM3E has not yet passed Nvidia's tests.

Micron Tech beats revenue estimates on AI chip demand; shares fall after run-up

Economic Times

Economic Times · 1y ago

Micron Tech beats revenue estimates on AI chip demand; shares fall after run-up

Micron Technology reported better-than-expected third-quarter revenue due to strong demand for its memory chips. However, its fourth-quarter forecast disappointed investors, causing the company's stock to drop 7.2% after hours. While Micron's forecast was largely in line with expectations, it was not enough to meet the high hopes of investors, especially considering the company's strong performance in the AI market. Micron is a major provider of high-bandwidth memory chips used in advanced AI systems and is benefiting from the increasing demand for semiconductors. Its results are seen as an indicator of chip demand and market trends.

US curbs on Nvidia chips to have limited impact on South Korean chipmakers

Economic Times

Economic Times · 3m ago

US curbs on Nvidia chips to have limited impact on South Korean chipmakers

The new US restrictions on Nvidia's H20 AI chip exports to China will have limited impact on South Korean chipmakers, according to experts. SK hynix, supplying HBM3E memory for these chips, is primarily focused on their latest generation destined for non-Chinese markets. The export ban will not affect SK hynix's financials, as contracts are already secured. However, uncertainty lingers as the broader Chinese AI chip market could slow down, affecting future opportunities.

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