High2026-10-20Short term · NeutralLonger term · Leans positive

Nvidia asks Samsung, SK Hynix, Micron to use TSMC 3nm

Nvidia has asked memory chipmakers Samsung, SK Hynix, and Micron to use TSMC's 3nm process for next-generation HBM chips to ensure performance and yield. This may raise SK Hynix's production costs but helps solidify its partnership with Nvidia, a long-term positive for its high-end memory business.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 2 related reports

The Next Web · 10-20 00:50 KST
Nvidia asks Samsung, SK Hynix, Micron to use TSMC 3nm
Nvidia reportedly asked the three major memory makers to adopt TSMC's 3nm process, potentially reshaping the HBM supply chain. As Nvidia's main HBM supplier, SK Hynix faces cost and technology roadmap pressure, raising near-term share price volatility risk.
TradingView · 10-20 00:34 KST
Samsung makes unusual move for Nvidia chips
Samsung reportedly took unusual steps to win Nvidia chip orders, underscoring intensifying HBM and foundry competition. SK Hynix, a core Nvidia HBM supplier, must watch for share erosion, and the stock could be swayed by competitive sentiment.