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Wire · operational-macro

Samsung deal with TSMC for NVIDIA custom HBM isn't a defeat

19 October 2026 · By · Wire by Fusion42

Published

19 October 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

South Korea

◆ Source

Read at sammyfans.com →

◆ Verified

Fusion42 · 19 October 2026 · Fusion42 review

NVIDIA has requested Samsung and other suppliers to use TSMC's 3nm process for its custom HBM to achieve standardized performance, leading Samsung to collaborate with its rival TSMC despite its usual in-house manufacturing approach.

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

You face a new standard in chip making where rivals team up to meet big client demands. Your business will need to adapt to partnerships that mix competing supply chains or risk losing large orders.

◆ Coverage

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

◆ Related on Wire

◆ Topics

Semiconductorsnvidiasamsungtsmccustom-hbmchip-manufacturingfoundry