# NVIDIA’s Development Of Custom HBM Drops Samsung’s And TSMC’s Foundry Rivalry, As Both Manufacturers Join Forces To Develop “Base Die” On The 3nm Node

> **Open Intelligence Dossier** · First detected: 2026-10-19 12:00 UTC · Category: Business

## Executive Summary
Samsung and TSMC join forces on a 3nm base die for Nvidia's custom high-bandwidth memory, ending traditional rivalry.

## Intelligence Brief
Recent coverage from Yahoo Finance and Wccftech documents an unexpected alliance between manufacturing rivals Samsung and TSMC. The two companies are reportedly joining forces to develop a base die on the 3nm node for Nvidia's next artificial intelligence memory requirements. This development centers specifically on Nvidia's ongoing work regarding custom high-bandwidth memory solutions. According to the reported details, this collaborative effort effectively bridges a major divide between the two competing foundries. The circulating reports emphasize the strategic shift represented by this partnership, particularly as it alters the traditional competitive dynamic between Samsung and TSMC.


Wccftech highlights how Nvidia's custom high-bandwidth memory development initiative has prompted these two firms to drop their historic foundry rivalry. Meanwhile, Yahoo Finance focuses on the practical trajectory of Samsung turning to its competitor TSMC to deliver the next generation of artificial intelligence memory hardware for Nvidia's ecosystem. Contextually, this emerging situation unfolds within the broader landscape of high-performance artificial intelligence hardware demands, where custom silicon and advanced packaging play critical roles. The headlines establish that the collaboration targets the highly specialized 3nm semiconductor manufacturing node. Coverage does not yet specify the full operational timeline for production or the exact financial terms governing the agreement between Samsung and TSMC regarding the Nvidia hardware.


Observers and market participants will need to monitor subsequent reporting to track how this cooperative manufacturing arrangement progresses toward physical production. Future updates from these outlets or official statements from the involved corporations will likely clarify the division of labor between Samsung and TSMC on the 3nm base die project. Coverage does not yet specify whether other memory manufacturers might seek similar partnerships to address the surging demand for advanced artificial intelligence hardware components.

## Multi-Source Evidence Table
| Source Outlet | Headline | Verification URL |
|---|---|---|
| TrendForce | [News] NVIDIA Reportedly Pushes TSMC 3nm NVHBM Base Dies for Samsung, SK hynix, Micron, Uniting Foundry Rivals | [Source Link](https://news.google.com/rss/articles/CBMi6AFBVV95cUxNdWc0aFpWb0cxaFdWRi14V2NsbzlzRUtJaXVqcEYtWmxyN1h6aGxCX2VJakZxT2FjQlhDdDhoUjZ3bG01QV9sR1lZbUR2TldyVnB0NGxPZ2lma2tTVEoyVGVZaGxHWC1ZaVlueVNXai0yaDVWdHlDaVZ6MWduQW5La1BYOU5aaEJQeDZJM3NEZnNsZHZwZnA2LTJQQUw0SExteU16MzZfdjN1Y21QVXpFVWlJVnBkMUJIY25jbGZyNEZCOGVkVVEzZnZDTkE2ckRaNkN6bEUwVThIazlfNzdXWmlGQnJUV1Nk?oc=5) |
| Seeking Alpha | Samsung said to use TSMC tech for Nvidia's next-generation memory chips (SSNLF:OTCMKTS) | [Source Link](https://news.google.com/rss/articles/CBMirAFBVV95cUxQRkJIU0VodW9fR2l6YWRVX3JSZVhvOXNJRzZSS1R6bmxzRHZPRlJ1MEgzemwwS1czYTFzTkthU1pBNlp6QUcteGZTMXlNcnMzeGFYZjR2WmdOUm5NU3lSbWRHVnFWZ3dET3N1N3poaXpKNFRWWnBVdUxNNzRDZFk4dWEwcGd4QzlXTm01Ym9PYm5WZDB0SU00MndEVUhSOU5tdWliaFk3UXlNaldo?oc=5) |
| Yahoo Finance | Samsung Is Turning to Rival TSMC for Nvidia's Next AI Memory | [Source Link](https://news.google.com/rss/articles/CBMinwFBVV95cUxOQnNGMFU2S3J3OGp3WDZFN3gwOXNFck14eHdiUGFzNUdYbS1TakVYZG1qekZOV3dibW9CbmtjS1pIckQ2RDlQTXpZNk9NcFJwSlRhaEFWUkdrNTdMNjRMREM1SnlJeWlNUFVsYWNlN3hKS3dPMFZSUlU0b2YwNUlGRHV5VHpOTlRUZXlzZ00weXBrcDhNb2ZHTkNzTUJ5eFE?oc=5) |
| Wccftech | NVIDIA’s Development Of Custom HBM Drops Samsung’s And TSMC’s Foundry Rivalry, As Both Manufacturers Join Forces To Develop “Base Die” On The 3nm Node | [Source Link](https://news.google.com/rss/articles/CBMic0FVX3lxTE5BTkpLWnF6anJoSlk0V0pXOWpCYUJnSWYweVdzS2Q0MDRTZG53alNxSVhPNXVmSEZBSWt2VW9RSzItRkJ4Ul9ISGQxNllIYXVzTFZSTXZ5N3pZNy05RHNWU3J2bUs0R1dhc1Jzc3MwSFdYd1XSAXhBVV95cUxNREVfbGx3VXpvejk1WFFUVDFEVzdnZzZ0MjRGTFhCYl9MTEZuNFNteHBURmtPeGpHdkEtZjFGbW9vRWdtNGdkc2E4bW1aTExhWXpvMXhmdlY4OGdzMEMxeXpuYW9zakMzSGxvbzVDbVVLLW9uSFVDN3g?oc=5) |

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*Canonical Source: https://pulse.byoviral.com/trend/2026-10-19/nvidia-s-development-of-custom-hbm-drops-samsung-s-and-tsmc-s-foundry-rivalry*