Samsung's Stock Leap: Nvidia's Interest Sparks Surge

Nvidia, a leading U.S. chip designer, is reportedly evaluating Samsung Electronics' high bandwidth memory (HBM) chips for use in its artificial intelligence processors.

This consideration, as highlighted by a Nikkei report, follows a press briefing where Nvidia co-founder Jensen Huang mentioned the ongoing qualification of Samsung's HBM chips for future applications. The news spurred a surge in Samsung's shares, which climbed over 5% to a two-month high on the Seoul exchange.

HBM chips are gaining attention in the AI sector for their ability to support the demanding memory and processing speed requirements of large language AI models. Nvidia's exploration of Samsung's HBM technology aligns with its ambitions in the AI space, evidenced by the introduction of its latest chip, the B200 "Blackwell", at its annual developer conference. The B200 is touted to be 30 times faster than its predecessors in certain tasks, marking a significant leap in AI processing efficiency.