WS #16062
Samsung's reported decision to utilize TSMC's process technology for Nvidia's custom high-bandwidth memory (HBM) base dies represents a significant shift in the semiconductor supply chain. This move directly benefits TSMC's utilization rates and reinforces its monopoly on advanced logic/memory integration, while placing pressure on domestic US memory producers like Micron and Korean rivals like SK Hynix who face potential loss of market share in this high-margin segment.
TSMC Dominance and Memory Chip Shift
Samsung's reported decision to utilize TSMC's process technology for Nvidia's custom high-bandwidth memory (HBM) base dies represents a significant shift in the semiconductor supply chain. This move directly benefits TSMC's utilization rates and reinforces its monopoly on advanced logic/memory integration, while placing pressure on domestic US memory producers like Micron and Korean rivals like SK Hynix who face potential loss of market share in this high-margin segment.