Samsung, SK, Micron race to meet tighter technical demands as Nvidia accelerates AI road map
Nvidia has reportedly begun testing the limits of the global AI memory supply chain by signaling interest in 16-layer high-bandwidth memory for delivery as early as late 2026, forcing Samsung Electronics, SK hynix and Micron Technology into a race to meet the requirements of next-generation AI accelerators.
According to industry sources, Nvidia has recently asked major memory suppliers whether they could deliver 16-layer H
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