Nvidia Samsung HBM Supply Shift
Nvidia's reliance on Samsung for HBM3 chips indicates a shift in supply chain dynamics within the semiconductor industry.
Too little corroboration in the last 3 days to call a trend (2 articles). Watching for it to gain traction.
"Even though Nvidia is leading, its big customers like cloud companies are also building their own chips, which could increase competition in the future."
"Despite the financial jitters, Nvidia continues to post impressive gross margins, hinting at a robust underlying business amidst these challenges."
"Nvidia had previously expected Blackwell to contribute several billion dollars in sales in its fourth quarter."
"though it was still below the valuations of Microsoft or Apple (AAPL)."
"Nvidia has been heavily depending on Taiwan Semiconductor Manufacturing (TSM) for its chip packaging."