# Samsung to use TSMC technology for Nvidia's next-generation memory chips, Seoul newspaper reports

> **Open Intelligence Dossier** · First detected: 2026-10-19 07:40 UTC · Category: Business

## Executive Summary
Samsung and other suppliers reportedly plan to use TSMC technology for Nvidia's next-generation memory chips.

## Intelligence Brief
Recent reporting across financial and technology news outlets indicates a significant shift in the semiconductor manufacturing sector regarding high-bandwidth memory production. According to coverage from outlets including Reuters, The Information, and Yahoo Finance, Samsung will collaborate with Taiwan Semiconductor Manufacturing Company for the first time to produce custom memory chips for Nvidia. Additional reporting from Electronics Weekly notes that other industry participants, specifically Micron and Hynix, are also set to use TSMC base dies for NVHBM components. Coverage from Tech Times and Markets.com emphasizes specific technical and supply chain pressures driving this arrangement.


Tech Times reports that Samsung is outsourcing Nvidia artificial intelligence memory base dies to TSMC because internal foundry yields have fallen short. Meanwhile, Markets.com and TradingView indicate that Nvidia is actively leaning toward using the Taiwan Semiconductor process and enforcing standardization requirements, with Samsung ultimately accepting these specific terms to secure its role in the production pipeline for the next-generation components. This trend emerges against a backdrop of strict component requirements set by Nvidia for its advanced hardware ecosystem. The Information originally reported that Nvidia instructed suppliers to tap the TSMC process for its upcoming memory chips.


Marketscreener and Moomoo further contextualize the trend by highlighting how supply chain dynamics and standardization mandates are forcing traditional competitors to forge collaborative manufacturing relationships to meet the demands of major artificial intelligence hardware developers. As the situation develops, current coverage does not yet specify full production timelines or delivery schedules for the resulting chips. Observers and market participants are monitoring further updates regarding how the Samsung and TSMC collaboration will execute production. Additional details concerning the exact implementation of TSMC's three-nanometer technology for NVHBM components remain dependent on future announcements from the companies involved in the manufacturing process.

## Multi-Source Evidence Table
| Source Outlet | Headline | Verification URL |
|---|---|---|
| marketscreener.com | Nvidia Leaning Towards Using Taiwan Semiconductor Process in New Memory Chips | [Source Link](https://news.google.com/rss/articles/CBMiygFBVV95cUxQOUZyQWtDWjJFU0RRZ0plRnRlQW1NZzRkUTdjQzRvSnd1Q1JDVEFtT0FYaUpQSXRpLXdjR1U0azcxb2JfVHJ2bjRKeHFuU3dhMnFrai14dU9NLV91dl9ZNkI5elEtaGx6czN0T201Xzg4b3p5dDZyaUZZRkNfTEZ2b2pHdENrZHhGaXdQblRXVmdSUlR4Wk1Xa3BlVFZOQTU5YWpIa25DU3l6bHU2c1pNMFNQekhERHhhU01LNTNYMWNpVF9GRVBMS3l3?oc=5) |
| Moomoo | In response to NVIDIA's standardization requirements, Samsung will collaborate with Taiwan Semiconductor for the first time to produce HBM! | [Source Link](https://news.google.com/rss/articles/CBMivgFBVV95cUxNWW4xRlpxMXI3dGRULXVXU2R1dXhLaTM1WFEtWjM3SzliZG5WbmNyNi1ZT2hoOVp4NGVHbG1BYl8xeHd4S2pOR0ZOVVVyTWNPdks0dGhUS1llQXJLLXFhR1dISmkyTUJHTjluZjZwSzlOcUY5ZktzZzU4a3RnSjdSSGQ4Si1JM2tWWkJjNVFvSW9SUFhmVjByUUVhbGZOT3RJeE1TNkoxOFItTTl4MXVBaEZrYVd3RnZVWmJnLWJn?oc=5) |
| Markets.com | Nvidia Reportedly Seeks TSMC 3nm for NVHBM | [Source Link](https://news.google.com/rss/articles/CBMidkFVX3lxTE13WVZYNk1YS0NhU0RfNUNIWTBkN1dyak5nQy1aYkZtQXNYdTg5bm5LdGtxNFBlbmZJaFl5dVhQWVV4NTBPeUxkTVBJOGo0SllaVGVtWVJPZU8ydzFMLXVfM1d4dTRtcFJWazV5NmhoVDNpWFprS0E?oc=5) |
| Yahoo Finance | Samsung collaborates with TSMC for Nvidia’s custom HBM chips | [Source Link](https://news.google.com/rss/articles/CBMijgFBVV95cUxQNUJGN3M0UWNpdUxuN1BEaHJ5WWRVcG5VcEc0NFdfR3ItalNCVmtDSDlPS054ZU5PcDd4X0E4N3M0N0Y1alFDcWNndmxOU2x0RU5IX0RnUGxBTXpfaTFRMDN0ZEJBVWNDWnBTcC1La0lKcU1PZ0RFTmZiMURaN3NMZEMzMW9hamtuUXo4LUhR?oc=5) |
| Tech Times | Samsung Outsources Nvidia AI Memory Base Dies to TSMC as Foundry Yields Fall Short | [Source Link](https://news.google.com/rss/articles/CBMiywFBVV95cUxNaGNaNVZwOFkwdlNrdXEyQlhiYWEwYXFrZ2FjRi1zV0llNmMzWlJmbWNjWndZS1NmOHdHQXVuaUttd2RucU5aT0NTMTUxQXRnT3NJdzRwX294VGo2QkJRamNqNVZWc1NJZ1JLcDltaHI4bWVWYk5nREJ4dWZsS1BBLTJwSmx6bDJKZ0FvVmJYR3QwckxTUmxvZEF4UXVJOFNVR2stUGhXdFZyelhWWGlSLUxRYUhnVE81WDF2bHd1N0xLRkVmcnNoQWltRQ?oc=5) |
| Electronics Weekly | Samsung, Micron, Hynix to use TSMC base dies for NVHBM | [Source Link](https://news.google.com/rss/articles/CBMirgFBVV95cUxNOU5SNUpOQmdBN3lNcFdZaUdvYzk1RkU3S0JwRmE4WThMcHhNZGF6bUE4VWNETnh5dkhjY2hEX0xKek5NZDBRMXgxU2J0M25UQ0RfWFVUZ1RJT3BCd3VUc3lrTmEyNkxwLXRFR2o3eDgwQ1lhTmZxY19MbnZhMTI3MU9hZGg2d0hmYWg3Q0dlOHhoZ3ZqbkczZnYtTjJQOEhkR002bEtUZVFIVjRkUEE?oc=5) |
| TradingView | Key facts: Samsung accepts NVDA HBM terms; Banco Santander AI pact | [Source Link](https://news.google.com/rss/articles/CBMixAFBVV95cUxQM2VqQnloYWVKaWlzajh3Wm1jdnZ1c2NCZVZFbFh3UUVmamFOOGlKdkNkWExWTjU2UTI1emFQaEdYR2pXSkpHbkJuZ2szNmtFLTVPTUctRHJuUEkyYk9MVjc4LUg4a095STNaOXNOSVpfbjBvLVlXOVRjU2dmaXEzQnNRY1cyaGFTMFowZlhxMmFCLTYyMld2UDFuLVRVSlNNZVNDWXlrRTFMb3FfY1YtYXZvQ3ZMd3JGUzJjYXRvZGJHUzJY?oc=5) |
| The Information | Nvidia Tells Suppliers to Tap TSMC Process for Next-Generation Memory Chips | [Source Link](https://news.google.com/rss/articles/CBMirgFBVV95cUxPcENpWHJUV2Z2SS1SbWYwbWVuaWZsMzc2NVBqMkpBbjViZ1dNaklBY1JMRXVjS2VoNzZ5LUVGZkM1aktLV3ZHb2pxQ3pyTnYzYXpSaERMZzFaN0U0dHBrQkYxUWNKWDZwejBuMEJsTW55R2Z1d0JMejNmdUNnSklBMDBKS0lpN3d4SWg0VHJDZWFhZG5EVVR3dlJyaXNnZDBCR0NIQjJUWTluMnc1U1E?oc=5) |
| Reuters | Samsung to use TSMC technology for Nvidia's next-generation memory chips, Seoul newspaper reports | [Source Link](https://news.google.com/rss/articles/CBMi0AFBVV95cUxQLVd3RU5QdzNwZHd0cUNCbUQxM3B6M2JOTXZZbEE4b3Y4czkxSjBuNklIRXU2S1VyRld6WTlRQUdlZkN3TGNRcng5cjR6ZEViNXNqcHh2RnlRU2hWVXRPUVFjVXRvd2FaaTVkd002aUk4WHlEQ2wxTGk3alF5S0FUTGNMUXF2dV9QUjk4eThjcWVPaVBLYzc2c0NUaUN4UUVMcVZTSERiMDE5VXp0NDdoVFpuS2E0TGZoUnBrRTExcnZDRlJia1VNcU40SUxQcE1y?oc=5) |

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*Canonical Source: https://pulse.byoaiapps.com/trend/2026-10-19/samsung-to-use-tsmc-technology-for-nvidia-s-next-generation-memory-chips-seoul*