By Samsung’s roadmap to challenge Nvidia and SK Hynix in AI chips hit major roadblocks last quarter, with:
AI Chip Failures:
- 40% lower HBM3 production yields than SK Hynix
- 3-month delay in supplying HBM3E to NVIDIA (NVDA)
- Lost estimated $1.2B in potential AI revenue
Foundry Crisis:
- 3nm defect rate still at 50% vs TSMC’s 30%
- Qualcomm (QCOM) shifting orders to TSMC
Recovery Plan:
- $2B emergency investment in HBM4 R&D
- Poaching 50 TSMC engineers