The global chip industry is buzzing with significant updates. NVIDIA (NVDA, Financial) CEO Jensen Huang announced that the company is swiftly certifying Samsung's AI memory chips. NVIDIA is assessing Samsung's 8-layer and 12-layer HBM3E memory chips, which are designed to enhance AI processing capabilities. Samsung has indicated substantial progress in quality testing with NVIDIA, suggesting potential supply of advanced high-bandwidth memory to the AI giant. Samsung is also developing its 6th generation HBM4 products, aiming for mass production next year.
Meanwhile, OpenAI is in discussions with Samsung to integrate multiple AI features into Galaxy smartphones. This move could position OpenAI as a challenger to Google in the AI space, particularly with the development of SearchGPT and other AI functionalities. Analysts suggest that OpenAI's collaboration with Samsung could impact Google's relationship with the tech giant, as Samsung has been a significant partner using Google's AI features in its Galaxy series.
In another development, Lattice Semiconductor is reportedly considering a full acquisition of Intel's programmable chip business, Altera. This potential acquisition could complicate Intel's plans to sell a minority stake in the subsidiary. Lattice, with a market value of $7.48 billion, is exploring this opportunity with the support of private equity firms. Intel, which acquired Altera for approximately $17 billion in 2015, prefers selling a minority stake rather than a complete divestiture. Discussions are ongoing, and it remains uncertain if Lattice or any private equity firm will make a formal offer.
