Samsung will use TSMC's 3-nanometer technology to build the base die for Nvidia's next custom high-bandwidth memory, breaking its one-stop manufacturing model. The move follows Nvidia's request that all three HBM suppliers adopt TSMC's process.
A global memory-chip crunch has sent console prices soaring in China, with the PS5 Pro topping 10,000 yuan and tight supply expected into early 2027. October's crowded release slate is colliding with the priciest hardware market in years.
As AI data centers demand ever-faster memory, storage chips are emerging as the bottleneck that decides how efficiently computing power gets used. Chinese investors poured 1.93 billion yuan into the sector in a single day as DDR5, HBM and 3D NAND upgrades reshape the industry.
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