Contrary to the Rueters Exclusive: Samsung's HBM chips failing Nvidia tests due to heat and power consumption woes, Jensen says there is no story there. Jensen is a 100% class act and the #1 semiconductor CEO in the world, absolutely.
I had heard the story was true but I like the way Jensen frames it:
Nvidia hasn't fully endorsed Samsung's work. On Tuesday, Huang noted that Samsung's product needed more engineering work. “I want it to be done by yesterday. But it’s not done yet," he said. Yet he pushed back against a recent Reuters report that suggested Samsung's HBM chips had failed Nvidia's standards for heat and power consumption. “There’s no story there,” Huang said.
A stray comment from Nvidia CEO Jensen Huang was enough to give Samsung’s shares a boost
On Tuesday, Huang told reporters at the Computex trade show in Taiwan that Nvidia was studying HBM chips made by Samsung and U.S. chipmaker Micron Technologies, and noted that Samsung's chips hadn't failed Nvidia's tests.
Samsung has lagged its peers, like its Korean competitor SK Hynix, when it comes to AI. SK Hynix is currently Nvidia's primary supplier of HBM chips. These chips boast lower power consumption and faster processing speeds, making them more suited to handling the massive amounts of data used for AI.
Samsung is now trying to narrow the gap with plans to increase its supply of HBM chips this year. The Korean company replaced the head of its semiconductor division in May with a longtime memory-chip veteran.
In April, Samsung reportedly signed a deal to supply HBMs to Nvidia competitor Advanced Micro Devices.
Nvidia hasn't fully endorsed Samsung's work. On Tuesday, Huang noted that Samsung's product needed more engineering work. “I want it to be done by yesterday. But it’s not done yet," he said. Yet he pushed back against a recent Reuters report that suggested Samsung's HBM chips had failed Nvidia's standards for heat and power consumption. “There’s no story there,” Huang said.
