Well, it seems like Samsung's HBM3E venture isn't going well at all, as not only is the firm unable to secure new clients, but existing customers are reportedly switching teams. Samsung's HBM3E Getting Utilized By NVIDIA Seems Impossible For Now, & The Firm Now Faces Issues of Retaining Customers Samsung and its HBM business need a breakthrough, given that the Korean giant has been in pursuit of passing NVIDIA's qualification tests for several quarters. While there was some hope that Samsung would be included in Team Green's supply chain, it seems like the situation doesn't look optimistic at all, as according to DigiTimes, it is claimed that Google and many other customers are shifting HBM3E orders away from Samsung, as the firm is unable to achieve the industry standards with its HBM process. This isn't great news at all, especially since Samsung is having difficulty maintaining its hold over the semiconductor market. In terms of HBM, Samsung was one of the companies that came late to the party, while competitors like SK hynix and Micron were already working with mainstream partners. Samsung saw optimism in the segment when NVIDIA was reported to include the firm in its supply chain, but a collaboration now seems pretty far-fetched. Apart from Team Green, Google was said to be a customer of Samsung's HBM3E, which they utilized for their in-house AI chips called TPUs. Google is building a new AI accelerator in collaboration with MediaTek, and the tech giant has already informed MediaTek about supply chain changes, reflecting the HBM3E switch from Samsung to Micron. Micron is said to have established a dominant position in the HBM supply chain, primarily supplying NVIDIA and many other top-tier companies. Samsung did see hope for its HBM3E process when NVIDIA revealed intentions to utilize it for China-specific AI chips like the H20 AI GPU, but with new export restrictions in place, it seems like Samsung's chances of being included in Team Green's supply chain are getting narrower. Processes like HBM2 and HBM2E, where Samsung once held dominance, are now being overshadowed by Chinese alternatives, so it won't be wrong to conclude that the Korean giant's HBM business is at stake here. Deal of the Day