SKY Eye

Nvidia Corp. is still working on the certification process for Samsung Electronics Co.’s high-bandwidth memory chips, a final required step before the Korean company can begin supplying a component essential to training AI platforms.

Chief Executive Officer Jensen Huang told reporters Tuesday his company was examining the so-called HBM chips that Samsung and Micron Technology Inc. offer. Nvidia’s endorsement is needed before either can directly compete with SK Hynix Inc., whose share price has soared since it began supplying Nvidia with HBM3 and more advanced HBM3e chips.

Samsung has fallen well behind its smaller rival in that market, which has experienced explosive growth because the chips are used for training artificial intelligence models like ChatGPT. While Samsung hasn’t failed any qualification tests, its HBM product needed more engineering work, Huang told reporters.

“We just have to do the engineering. It’s just not done,” Huang said during a briefing at Computex in Taipei. “I want it to be done by yesterday. But it’s not done yet. We have to be patient.”