Nvidia Expands Vietnam AI Server Manufacturing; Gains 20% Faster HBM4E Supply
NVDA•Nvidia has opened manufacturing operations in Vietnam to hire engineers building high-end AI servers and is increasing partnerships with Taiwan ODMs for expanded production capacity. Samsung has started shipping 12-layer HBM4E memory samples—over 20% faster using 10nm DRAM and 4nm logic die—to Nvidia and other AI clients.
1. Vietnam Manufacturing Expansion
Nvidia has opened a new manufacturing facility in Vietnam, recruiting engineers to assemble high-end AI servers locally. The move aims to reduce reliance on existing production hubs and accelerate delivery for growing AI workloads.
2. Taiwan ODM Partnerships
The company is strengthening ties with multiple Taiwan original design manufacturers to scale its AI server production. These ODM partnerships are expected to boost capacity and streamline component integration.
3. Samsung HBM4E Shipments
Samsung Electronics has commenced shipping samples of its 12-layer HBM4E memory chips, boasting over 20% speed improvements with its 10nm DRAM and 4nm logic die technology. Nvidia is among the first clients to receive these advanced memory modules.
4. Supply Chain Impact
By combining new manufacturing sites in Vietnam with faster memory supply, Nvidia can enhance its AI server throughput and lower production costs. This coordinated strategy could improve time-to-market for next-generation AI infrastructure.
