NuAxiSemiconductor trade intelligence
#NVIDIA’s #NVHBM could rewrite the HBM playbook: memory makers may increasingly turn to external foundries for base die production.
What happened
According to a TrendForce post dated Oct 9, 2026, NVIDIA's NVHBM could rewrite the HBM playbook, accelerating the custom HBM era and giving base dies a much bigger role. Under this trend, memory makers may increasingly turn to external foundries for base die production. Micron and Samsung are already rethinking their strategies, putting foundry giant TSMC increasingly in the spotlight. The source uses hedged wording ('may', 'could'), so this is an analytical outlook rather than a confirmed capacity change; the source does not state the cause beyond the NVHBM-driven custom HBM shift.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
HBM base diecustom HBM
Source and time
Source: TrendForce Official (Market Data) · 10/8/2026 · View original source
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