Nvidia(US:NVDA) 智通财经网·2025-10-10 01:16Core Insights - Nvidia has confirmed that its latest AI acceleration chip, GB300, will utilize Samsung's fifth-generation high-bandwidth HBM3E technology, marking Samsung's entry into Nvidia's supply chain after several challenges [1] - Nvidia's CEO has sent a formal letter to Samsung's chairman, Lee Jae-Yong, confirming that the GB300 chip will feature Samsung's 12-layer stacked HBM3E technology, with ongoing negotiations regarding supply quantity, pricing, and timeline [1] - Micron Technology is a key supplier of HBM solutions for Nvidia, including HBM3E, and its stock fell by 3% during afternoon trading [1] - SK Hynix is another important memory chip supplier for Nvidia [1] - Samsung has worked for over a year to obtain certification for its HBM3E chips from Nvidia, and while the quantity of HBM3E chips supplied will be limited due to the industry's shift towards sixth-generation HBM4 chips, this development is significant and may accelerate the mass production certification of HBM4 [1]