New Delhi, Nov. 12 -- Nvidia is keeping its South Korean chip suppliers close while seeking more control over memory. Samsung Electronics and SK hynix supply high-bandwidth memory (HBM) for Nvidia's AI chips. Industry experts warn that Nvidia's work with Taiwan's TSMC could weaken their role. The Korean firms could end up supplying memory cells. Their partners could control the finished chips, according to the Korea Joongang Daily.

According to The Information, TSMC is planning to make 3D DRAM at Nvidia's request. It is weighing whether to build a new one or convert an existing one. The technology stacks memory cells vertically to fit more capacity into the same space. TSMC said it remains focused on making chips under contract.

SK hyni...