NVIDIA Reportedly Directs HBM Suppliers to Adopt TSMC's 3nm Process for NVHBM Base Dies

NVIDIA has reportedly requested Samsung, SK hynix, and Micron to utilize TSMC's 3nm process for the base dies of its NVHBM technology, unveiled in August. This strategic move aims to standardize HBM performance and simplify product validation, bringing fierce foundry rivals Samsung and TSMC into closer cooperation. TSMC's higher 3nm yields (above 90% compared to Samsung Foundry's 2nm at 60%) are cited as a key factor for the complex NVHBM base die design.