It is reported that Samsung Electronics will start supplying HBM3 memory to Nvidia in January next year, having previously supplied it to AMD.

On November 13, the Korea Daily reported that Samsung Electronics has broken SK Hynix’s exclusive supply of HBM 3 to NVIDIA. The company plans to provide HBM3 to NVIDIA starting from January next year.

Some analysts predict that Samsung Electronics’ semiconductor business performance, which has been sluggish this year, will recover quickly next year. Some speculation suggests that Samsung Electronics may surpass SK Hynix in HBM market share in the second half of next year.

Previously, Samsung Electronics has successfully supplied HBM3 memory to AMD in the United States, but since AMD does not have a large dominant position in the market, the supply is said to be limited.

Market research firm Trend Force predicts that SK Hynix and Samsung Electronics will compete for 46-49% of the global HBM market this year, but analysts believe that SK Hynix's actual market share is significantly ahead of Samsung Electronics.

If Samsung Electronics expands its supply to HBM from early next year, the performance of Samsung's DS division, which is responsible for the semiconductor business, is expected to heat up rapidly.

Meritz Securities researcher Kim Seon-woo analyzed that Samsung Electronics’ DRAM business sales will exceed 10 trillion won in the second quarter of next year (IT House note: currently about 55.4 billion yuan), and sales in the third quarter will exceed 13 trillion Korean won (currently approximately 72.02 billion yuan), full-year DRAM sales are expected to exceed 2021 levels.