Market Chatter: Samsung Must Redesign HBM Chips to Meet Requirements, Nvidia CEO Says

MT Newswires Live01-09 18:32

Nvidia CEO Jensen Huang stated at CES 2025 that Samsung Electronics (KRX:005930) must redesign its high-bandwidth memory (HBM) chips to meet requirements, The Korea Herald reported.

Huang acknowledged the surge in demand for HBMs, driven by the global AI boom, and noted that SK Hynix (KRX:000660) has become Nvidia's main supplier due to its early edge in the market.

Samsung has struggled to pass Nvidia's qualification tests, Huang was quoted by the report as saying.

Shares of Samsung Electronics fell over 2% at market close on Thursday, while those of SK Hynix jumped over 5%.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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