Menu Home News Hardware Gaming Mobile Finance Deals Reviews How To Wccftech HardwareIndustry Micron, Samsung & Others Have Reportedly Started To Compete For HBM3E “Dominance”; All Eyes on Who Is Prioritized by NVIDIA Muhammad Zuhair • Apr 10, 2025 at 02:52pm EDT Samsung, Micron, and other HBM producers are reportedly speeding up the HBM3E production process, as supply chain uncertainty has sparked up massive demand. Samsung's HBM3E Solution Is Limited To 8-Layer, But Micron Is On Track To Compete With SK Hynix For The Top Spot Well, the HBM markets have been seeing massive orders coming in from vendors like NVIDIA since, with Trump's new trade wars, the supply chain is dealing with uncertainty by front-running tariffs to stay safe from newer ones. Similarly, it is claimed by reports from the Korean media that Samsung and Micron are in the race for HBM3E, both of them respectively competing for 8-Hi and 12-Hi solutions, as the demand is pretty high, and at the same time, NVIDIA wants to diversify the supply chain as well, moving away from dependence on SK hynix alone. Starting with Samsung, Sedaily reports that the firm expects to mass-produce HBM3E as soon as next month, but it still awaits qualification from NVIDIA. However, with Jensen's recent comments on Samsung's progress in the HBM segment, the Korean giant is confident that it can secure a deal soon. It is highly important for Samsung to secure an HBM contract, given that they are already behind when it comes to HBM technology from competitors. In order to bridge the gap, securing NVIDIA's trust becomes a must. In another report by Sisa Journal, it is said that Micron is in line to replace SK hynix's importance in the HBM markets since the firm has already started to mass-produce 12-layer HBM3E, which is said to be integrated with NVIDIA's next-gen "Blackwell Ultra" B300 AI servers. Micron is said to have sold out its HBM3E production lines, and the firm is one of the more aggressive ones out of its competitors to expand capacity, so it is clear that Micron wants the lion's share, which currently lies with SK hynix. So, it's safe to say that the expansion of HBM markets isn't stopping yet, and with the industry eying towards next-gen solutions like HBM4, firms like Micron and SK hynix have an excellent opportunity to capitalize on them. Subscribe to get an everyday digest of the latest technology news in your inbox Follow us on Topics Sections Company Some posts on wccftech.com may contain affiliate links. We are a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com © 2025 WCCF TECH INC. 700 - 401 West Georgia Street, Vancouver, BC, Canada