Samsung Electronics pushes to adopt TSMC 3nm process for Nvidia’s next-gen HBM

Nvidia's GTC conference in Berlin (Oct. 20-22) will feature CEO Jensen Huang announcing a $10 billion European AI investment plan. Key focuses include AI factories, Vera Rubin platform deployment, and partnerships with German companies like Siemens and Audi. Nvidia aims to expand its AI ecosystem in Europe, with potential government funding and startup investments.

Nvidia denied discontinuing its RTX 5090 graphics card, despite its disappearance from retailers and a 4x price surge on secondary markets. The company acknowledged supply constraints, with reports suggesting GB202 silicon may be prioritized for AI and professional products. Nvidia's Jeff Fisher confirmed continued shipments but did not deny allocation shifts. A $470,000 shipment of RTX 5090 cards went missing in Brazil, adding to supply concerns.

Mercedes-Benz and Nvidia are expanding their partnership to develop next-gen autonomous driving systems, combining Mercedes' MB.OS with Nvidia's Hyperion, Alpamayo Stack, and Halos. They aim for Level 4 autonomy and robo-limousines, with features expected in select German cities by late 2026. The collaboration focuses on safety, AI, and OTA updates, but specific details on launch timing, models, and investments were not disclosed.

Nvidia denies rumors that it is discontinuing the RTX 5090, citing supply chain constraints. Senior Vice President Jeff Fisher stated the card is still in production but hard to find due to shortages. The RTX 5090 remains listed on Nvidia's product page but is unavailable for direct purchase, fueling speculation.

Nvidia is standardizing custom memory design (NVHBM) for AI processors, using TSMC's 3nm process for base dies. Samsung, Micron, and SK Hynix will produce these dies, reducing variations and validation efforts. This shift impacts memory market competition and supply chains, with TSMC gaining a role in AI processor production.

NVIDIA projects 70% revenue growth for fiscal 2028, citing supply constraints. CFO Colette Kress noted supply will remain a bottleneck. Q2 2027 revenue was $96.221B, up 106% YoY, with Data Center segment at $89B. Q3 2027 guidance is $108B. Supply commitments rose to $279B, and memory scarcity impacts margins.