Samsung Electronics predicted that it will be able to deliver high-bandwidth memory and HBM to Nvidia, the 'big player of artificial intelligence semiconductors', in the fourth quarter.
Kim Jae-joon, vice president of Samsung Electronics' memory division, said in a Q3 earnings conference call today (31st) that he has secured significant progress, including completing important steps in the quality verification process of major customers whose commercialization has been delayed.
He then explained that sales of both HBM3E 8th and 12th tier products are expected to expand during the fourth quarter.
As a result, the proportion of HBM3E in HBM sales is also expected to reach 50% within the fourth quarter of this year.
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