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[News] NVIDIA Reportedly Pushes TSMC 3nm NVHBM Base Dies for Samsung, SK hynix ...
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Fusion42 · 19 October 2026 · Fusion42 review
NVIDIA is pushing TSMC's 3nm process for NVHBM base dies to Samsung, SK hynix, and Micron, fostering cooperation between rival foundries TSMC and Samsung. This strategic move prioritizes manufacturing consistency, yield advantages, and advanced logic integration to enhance HBM performance and production scale.
This Wire brief tracks SK hynix, and It sits within Fusion42's coverage of Semiconductors, and 13 sources have reported it between 18 Oct 2026 and 19 Oct 2026.
◆ ◆ The Wire takeaway
You face a new supply chain shape where TSMC and Samsung share NVHBM base die production despite rivalry, opening sourcing options and technical standards to consider this week. Your manufacturing and validation plans must now factor in multi-foundry cooperation and yield differences.
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13 sources · first reported 18 Oct 2026 · latest 19 Oct 2026
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