Samsung Partners with TSMC to Produce Next-Gen Memory for Nvidia

Key Facts

1Samsung will reportedly use TSMC’s process to manufacture the base die for Nvidia’s custom high-bandwidth memory.

Samsung will reportedly use TSMC’s manufacturing process to produce the base die for Nvidia’s custom high-bandwidth memory (HBM). Benzinga reported that this partnership is designed to meet Nvidia’s specific technical requirements for next-generation memory, representing a pivot from Samsung's traditional internal production strategy.

NVDA closed at $214.13 on October 16, 2026, while TSM closed at $412.61 on the same date. In the memory sector, MU closed at $878.84 and SKHY closed at $136.49 on October 16, 2026, as firms compete to secure a position in the artificial intelligence supply chain.