Samsung Electronics reportedly plans to use TSMC’s (#TSM) 3nm process to manufacture Nvidia’s (#NVDA) next-generation custom HBM chips. Key Highlights - Nvidia is reportedly requiring Samsung, SK Hynix (#SKHY) and Micron (#MU) to adopt TSMC’s 3nm process. - The technology would be used for NVHBM base dies and sixth-generation DRAM core dies. - Samsung has reportedly accepted Nvidia’s requirements. - Samsung will continue manufacturing other HBM products internally. - Samsung’s own foundry could potentially serve as a backup if TSMC capacity becomes constrained. Stocks to Watch #NVDA #TSM #SKHY #MU Bottom Line The reported move could further strengthen TSMC’s position in the AI semiconductor supply chain while highlighting Nvidia’s increasing influence over the design and manufacturing requirements for next-generation HBM technology. 🚀 Join ThinkSabio for Daily Semiconductor, AI & Stock Market Insights 🌐 https://www.thinksabio.com/community