[Citrini's View: Samsung is the Top Choice Among the Three Major Memory Manufacturers, Poised to Handle Excess NVHBM Demand] BlockBeats News, October 18, Citrini analyst Jukan stated in an article that among the three major memory manufacturers, he is most optimistic about Samsung Electronics. Since TSMC still needs to allocate wafer capacity for NVIDIA's Rubin and Rubin Ultra, it is difficult for them to take on a large number of NVHBM orders. Only Samsung, with its in-house foundry capabilities, can meet the excess demand for NVHBM. According to previous reports from Korean media, at NVIDIA's request, Samsung has decided to use TSMC's 3nm process to produce NVHBM base chips. Samsung has not completely ruled out its own foundry and is currently verifying whether it can produce base chips in-house when NVHBM demand exceeds TSMC's capacity. [Original Link]