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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.
Aggregated wire 12 external matches
1h agoSamsung's Galaxy Tab S12 taps MediaTek Dimensity 9500 as 2nm successor arrivesDigiTimes38m agoDIGITIMES Insight: Intel, TSMC, Samsung converge on backside power — packaging becomes the next divideDigiTimes1h agoSamsung SDI's new LFP battery shows how AI is reshaping battery markets beyond EVsDigiTimes51m agoSamsung raises Galaxy S26 prices in South Korea seven months after launchDigiTimes1h agoBOE eyes closer ties with Samsung, LG as it pushes into chip packagingDigiTimes30m agoQualcomm, Samsung redesign chip packaging as heat limits phone performanceDigiTimes42m agoSamsung Foundry gets boost from HBM4 as 2nm push continuesDigiTimes1h agoSamsung SDI targets AI data centers with cylindrical LFP batteries and fire-propagation safeguardsDigiTimes1h agoSamsung Electro-Mechanics' disclosed 2026 supply agreements total US$2.6 billion as server demand surgesDigiTimes1h agoSamsung reshuffles DRAM roadmap, prioritizing B1b hybrid bonding for D0a, HBM5DigiTimes38m agoSamsung Invests $1 Billion in KKR-Backed AI Infrastructure Firm HelixThe Information1h agoSamsung Foundry nears 60% 2nm yield, shifts focus to power efficiency to win customersDigiTimes