Samsung Electronics is a new Player with HBM3e for NVIDIA and Even Leading with HBM4 - P/E Ratio of Only 13!

Samsung Electronics has recently been left behind by SK Hynix and Micron in HBM memory supply for NVIDIA due to technical difficulties. It is now reported that Samsung is set to meet NVIDIA's requirements for high-bandwidth memory chip delivery. Accordingly, Samsung is preparing to supply 12-layer HBM3e chips to NVIDIA. This will make them the third supplier, behind SK Hynix and Micron. Interestingly, Samsung is also becoming competitive in HBM4. NVIDIA has called for HBM4 data transfer speeds of over 10 Gbit/s. Samsung is said to be at 11...