Micron HBM3 may enter Nvidia H100’s supply chain in 2H24.

July 07, 2023

Key Takeaways:

  • Micron is currently in the qualification process with Nvidia to potentially become a supplier of HBM3 for their H100 GPU. Notably, recent testing has demonstrated that Micron's HBM3 exhibits a performance advantage, which positions them favorably for consideration by Nvidia.
  • Nvidia is anticipated to issue urgent requests to Micron to scale up their HBM3 capacity.
  • Micron is projected to aggressively increase its HBM3 capacity to an economy of scale in 2H24, effectively catering to the sustained demand for the H100 GPU.

 

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Authors

Lucy Chen

Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.

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