NuAxiSemiconductor trade intelligence
👀 #NVIDIA reportedly wants #TSMC’s 3nm base dies for #NVHBM. But does that mean #Samsung is giving up on its own foundry? Not quite.
What happened
According to a TrendForce report dated October 19, 2026 (reportedly, an unconfirmed rumor), NVIDIA reportedly wants Samsung, SK hynix and Micron to source NVHBM base dies from TSMC; the title states it wants TSMC's 3nm base dies. Meanwhile, Samsung is reportedly testing its own 2nm process as a backup. The content poses the question of whether Samsung is giving up on its own foundry and answers 'Not quite,' i.e., it is not giving up. The source does not state the cause. This is a reported, rumor-level intent, not a confirmed or implemented sourcing change.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
NVHBM3nm base dies2nm process
NVHBMbase diesfoundryHBM supply chain3nm2nm
Source and time
Source: TrendForce Official (Market Data) · 10/18/2026 · View original source
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