Samsung to use TSMC technology for Nvidia memory chips, report says – FINCHANNEL

Samsung to use TSMC technology for Nvidia memory chips, report says – FINCHANNEL

By The FINANCIAL
Publication Date: 2026-10-18 16:22:00

Samsung Electronics plans to use Taiwan Semiconductor Manufacturing Co.’s 3-nanometer manufacturing process for base dies in Nvidia’s next-generation custom high-bandwidth memory chips, according to an October 18 report by the Seoul Economic Daily.

The newspaper’s account, also reported by Reuters, would mark Samsung’s first cooperation with the Taiwanese contract chipmaker at the HBM manufacturing stage. The reported arrangement puts TSMC, whose American depositary receipts trade on the New York Stock Exchange under TSM, at the center of another potential application for its advanced manufacturing technology.

The report follows a sharp increase in TSMC’s quarterly earnings. In its October 15 results release, the company reported third-quarter net income of NT$763.06 billion, up 68.7% from a year earlier. Revenue reached NT$1,494.24 billion, an increase of 50.9%. Diluted earnings were NT$29.43 per share, equivalent to US$4.60 per ADR unit.

Measured in U.S. dollars, revenue was $46.72 billion, up 41.2% year over year. TSMC said its 3-nanometer process accounted for 33% of wafer revenue during the quarter ended September 30. Its newer 2-nanometer technology contributed 8%.

Chief Financial Officer Wendell Huang attributed quarterly performance to strong demand for leading-edge processes. For the fourth quarter, management forecast revenue of $52.3 billion to $54.3…