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Wire · operational-macro

Samsung may use rival TSMC for Nvidia's custom HBM4E base dies

19 October 2026 · By · Wire by Fusion42

Published

19 October 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

United States

◆ Source

Read at sammobile.com →

◆ Verified

Fusion42 · 19 October 2026 · Fusion42 review

Samsung has agreed to have rival chip manufacturer TSMC produce the custom base dies for Nvidia's high-bandwidth memory (HBM4E), shifting some production from Samsung's own fabrication capabilities to TSMC.

This Wire brief sits within Fusion42's coverage of Semiconductors, and 13 sources have reported it between 18 Oct 2026 and 19 Oct 2026.

◆ ◆ The Wire takeaway

Samsung handing Nvidia's custom chip work to TSMC shakes up chip supply chains and opens a new opportunity for you to target Nvidia's abandoned orders or adjust your partner strategy now.

◆ Coverage

13 sources · first reported 18 Oct 2026 · latest 19 Oct 2026

◆ Related on Wire

◆ Topics

Semiconductorssemiconductorschip-manufacturingpartnershipnvidiatsmcsamsung