Sources say Samsung Electronics will start supplying HBM3 memory to Nvidia in January next year, and has already supplied AMD.

Thank CTOnews.com netizens soft media Xinyou 1933769 for the clue delivery! CTOnews.com November 13 news, Korea Daily said that Samsung Electronics broke the situation that SK Hynix exclusively supplied HBM3 to NVIDIA, and the company plans to provide HBM3 to Nvidia from January next year.

Some analysts predict that the performance of Samsung Electronics Semiconductor business, which has been depressed so far this year, will recover rapidly next year. Some speculate that Samsung Electronics may overtake SK Hynix in HBM market share in the second half of next year.

Previously, Samsung Electronics has successfully supplied HBM3 memory to AMD in the United States, but the supply is said to be limited because AMD does not have a dominant position in the market.

Market research firm Trend Force predicts that SK Hynix and Samsung Electronics will compete for 46-49 per cent of the global HBM market this year, but analysts believe SK Hynix's actual market share is significantly ahead of Samsung Electronics.

If Samsung Electronics starts to expand its supply of HBM early next year, the performance of Samsung's DS division, which is responsible for semiconductors, is expected to pick up rapidly.

Kim Seon-woo, a researcher at Meritz Securities, said that Samsung Electronics' DRAM business sales in the second quarter of next year will exceed 10 trillion won (CTOnews.com Note: currently about 55.4 billion yuan), and sales in the third quarter will exceed 13 trillion won (currently about 72.02 billion yuan). Full-year DRAM sales are expected to exceed the 2021 level.