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May 12analysis6 min
Samsung's HBM3E qualification, finally. The full timeline and what it means for NVIDIA's 2026 allocation strategy.
Samsung passed NVIDIA's HBM3E qualification in September 2025, eighteen months late and third in line. The delay cost it the Blackwell cycle, left SK Hynix with 70% of HBM4 allocation, and turned a technical milestone into a symbolic recovery rather than a commercial win.
May 05analysis5 min
Why Samsung's HBM gap is closing.
Samsung's HBM3E yield climbed from below 60% to 80% in eight months, closing an 18-month qualification gap that had locked it out of NVIDIA's flagship accelerators. The question is whether third-vendor status translates to revenue or just a seat at the table.
Apr 02analysis6 min
The HBM4 spec war: how a memory standard became an NVIDIA-customer fight.
JEDEC ratified HBM4 at 8 Gb/s in April 2025. NVIDIA then demanded 13 Gb/s, forcing all three suppliers to redesign and turning a standards process into a high-stakes negotiation over who controls AI memory roadmaps.
Aggregated wire 12 external matches
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