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Samsung’s deal with TSMC for NVIDIA custom HBM isn’t a defeat
NVIDIA requested Samsung Electronics, SK Hynix, and Micron to manufacture the base die of its custom HBM using TSMC’s 3nm chip manufacturing process.
🚨 Samsung is reportedly exploring Exynos 2700 chip adoption in the Galaxy S27 Ultra flagship. If Samsung succeeds, this could be the end of Snapdragon exclusivity.