Samsung plans to adopt SK Hynix's MR-MUF chip-making technology for high-end AI chip production.
Samsung plans to adopt a chip-making technology favored by rival SK Hynix to improve its position in producing high-end chips for AI applications, according to sources. SK Hynix has captured over 80% of the market share for advanced HBM3 memory chips, supplying them to Nvidia. The demand for high bandwidth memory (HBM) chips, crucial for generative AI, has surged, putting Samsung in a position to catch up with SK Hynix and Micron Technology, which have been more active in collaborations with Nvidia. Samsung's reluctance to move away from its non-conductive film (NCF) technology, which has led to production issues, has been a significant disadvantage. The company has recently issued purchase orders for chipmaking equipment designed for the MR-MUF method used by SK Hynix.