Decision/Other
Unknown
NVIDIA requires HBM Base Die to move to TSMC 3nm process
NVIDIA is requiring the HBM Base Die to be made on TSMC's 3nm process, shifting memory design control toward NVIDIA and TSMC and raising fears that Samsung and SK Hynix could be reduced to DRAM cell suppliers.
Actors and targets
Source
輝達 8 月推出 NVHBM，並要求 Base Die 改用台積電 3 奈米製程。
Extracted detail
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- Decision
- Require HBM Base Die to move to TSMC 3nm process
- Decision maker
- NVIDIA
- Topic
- memory design control shift
- Product
- NVHBM
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