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Samsung to Lead High-Performance Tier in Nvidia Dual-Binning

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imageSamsung Electronics is anticipated to secure a competitive advantage in providing high-performance high-bandwidth memory 4 (HBM4) to Nvidia, as the US artificial intelligence (AI) leader is likely to implement a two-tier binning approach, releasing AI accelerators in both high-performance and standard models.

Industry officials indicated that Nvidia is exploring the option of obtaining HBM4 chips for its forthcoming Vera Rubin platform by categorizing the memory into two levels, enabling the company to achieve a balance between reliable supply and high-quality products.

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Although Nvidia has been emphasizing the capabilities of the Vera Rubin platform, the existing supply constraints in the memory chip sector are creating doubts about obtaining adequate quantities of the highest-performance chips. Due to the increased cost burden, it is challenging to completely satisfy all volumes solely with the top-performing chips.

In response to this, Nvidia plans to utilize HBM4 chips with data processing rates of 11.7 gigabits per second (Gbps) or more for its top accelerators, while employing 10 Gbps-class chips for standard-level products, according to the officials.

Samsung Electronics is anticipated to be the primary winner if Nvidia adopts this approach.

In its announcement of HBM4 shipment earlier this month, Samsung Electronics noted that HBM4 attained a steady data processing speed of 11.7 Gbps, surpassing the Joint Electron Device Engineering Council's benchmark of 8 Gbps, with a peak speed potential of 13 Gbps.

At that moment, Samsung highlighted that it utilized the 1c DRAM node process, the sixth iteration of its type and the most cutting-edge, to reach that performance. The company's primary competitor, SK hynix, is utilizing an earlier-generation 1b process for HBM4 to prioritize stability.

Due to its dependence on advanced technology, Samsung’s product may require time to enhance manufacturing yields, restricting the company's capacity to quickly increase shipments.

 

Furthermore, Samsung’s HBM4 is projected to have a greater cost, anticipated to be approximately $700 per chip, roughly 20 percent to 30 percent more than its forerunner, HBM3E.

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Moreover, Samsung Health has collaborated with PharmEasy and Tata 1mg to introduce a novel 'Find Care' function within the Samsung Health application, broadening the platform's functionality to encompass integrated healthcare services. Starting from February 24th, individuals will have the capability to request medications, schedule medical examinations, and engage in virtual medical consultations through the Samsung Health application after its latest update.

This collaboration aims to enhance the efficiency of healthcare service access by removing the necessity to navigate between various applications. Samsung Health, accessible on Galaxy devices, currently allows individuals to track their physical activity, heart rate, blood pressure, ECG readings, sleep patterns, and calorie intake, in addition to offering medication alerts and the ability to view digital health records. The inclusion of the 'Find Care' feature expands the capabilities of the application by integrating service delivery, thus transforming it into a more holistic digital health platform.

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PharmEasy has included a special promotion in their launch plan that involves granting Samsung Health users a complimentary six-month membership to PharmEasy Plus upon their initial purchase through the app. This exclusive membership offers various advantages, including savings and enhanced delivery services.

The partnership exemplifies a wider effort by consumer tech firms and digital health platforms to combine common devices with healthcare accessibility, in response to the increasing demand for seamless, application-based medical care. Samsung's goal is to enhance its presence in India's growing digital health market and offer a more cohesive and user-focused healthcare experience by incorporating pharmacy, diagnostics, and teleconsultation services into a wellness ecosystem.

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