Samsung Electronics chip head Jun Young-hyun met Nvidia CEO Jensen Huang to expand their artificial intelligence partnership. Discussions focused on long-term collaboration for HBM4E and HBM5 high-bandwidth memory. These components serve as crucial hardware for AI accelerators.
The executives also discussed producing Nvidia autonomous driving chips via Samsung’s foundry. This production would utilize Samsung's 4-nanometer and 8-nanometer processes. The strategic alliance aims to bolster Samsung's position in the competitive AI chip market.
Samsung's stock price declined significantly despite the partnership news. Analysts attribute the drop to disappointing guidance from other chipmakers and macroeconomic data. These broader market factors pressured the entire South Korean stock market.