Bold #HBM move by Samsung; one with considerable risk.
$SEC has started mass production of 12-layer HBM3e BEFORE finalizing qualification with $NVIDIA(NVDA.US).If there is another delay in qualification, Samsung could find itself sitting on massive inventory stock piles.$SEC hopes to be qualified in June/July. But waiting until then for final qualification would not work; Normally, HBM mass production takes up to 5 to 6 months for DRAM manufacturing and packaging, and by that time the market will have already moves to #HBM4.My Take: · $SEC must have very high confidence in their ability to finalize qualification in June/July. The inventory risk is just too high.· $NVIDIA(NVDA.US) is certainly motivated to move towards a dual supplier situation, and probably communicated confidence in their upcoming qualification to Samsung as well.· #SKHynix monopoly on AI HBM is coming to an end this year.· The implications here extend beyond $SEC and #SKHynix themselves down the supply chain to their respective suppliers.Source: Chips & Wafers
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