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[News] NVIDIA’s NVHBM Reshapes Base Die Strategies: How Micron, Samsung Are Bringing TSMC Into the Fold

What happened

Micron and Samsung are shifting HBM base die production to TSMC, with Micron projecting higher ASP and margins for NVHBM. This follows NVIDIA's NVHBM architecture which increases base die value. Bullish: Outsourcing to TSMC and higher ASP expectations for custom HBM.

Impact and signal

High impactImpact score: 75/100

Affected components and suppliers

HBMHBM4HBM4ENVHBMBase Die

Micron Samsung TSMC SK hynix NVIDIA Amazon

price-hikecapacitypartnershipfoundry

Source and time

Source: TrendForce · 10/8/2026 · View original source

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[News] NVIDIA Reportedly Pushes TSMC 3nm NVHBM Base Dies for Samsung, SK hynix, Micron, Uniting Foundry RivalsTrendForce · 10/18/2026
Nvidia sidesteps JEDEC HBM standardBlocks & Files · 10/26/2026
Samsung Taps TSMC for NVHBM Base Die ProductionTechPowerUp · 10/19/2026
[News] NVIDIA’s Memory Shake-Up: Rubin Ultra Rethinks 12-Hi HBM4E for 8-Hi HBM4, Rubin GPU Bandwidth Cut 13%TrendForce · 10/26/2026
👀 #NVIDIA reportedly wants #TSMC’s 3nm base dies for #NVHBM. But does that mean #Samsung is giving up on its own foundry? Not quite.TrendForce Official (Market Data) · 10/18/2026
[News] SK hynix Reportedly Pulls Forward HBM4E Sample Timeline, Eyeing June–July Shipments to Key CustomersTrendForce · 6/14/2026

[News] NVIDIA’s NVHBM Reshapes Base Die Strategies: How Micron, Samsung Are Bringing TSMC Into the Fold

What happened

Impact and signal

Affected components and suppliers

Source and time

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