A potential partnership between Samsung Foundry and NVIDIA could lead to the production of next-generation gaming graphics processing units (GPUs).

This collaboration would provide Samsung Foundry with a significant opportunity to regain its footing in the industry. Currently, the company is facing challenges with yield rates for its Exynos processors, and securing clients like NVIDIA would likely boost Samsung’s foundry business.

According to Colette Kress, NVIDIA’s Chief Financial Officer, (via), “Gaming GPU shipments in the fourth quarter of fiscal year 2025 (November 2024-January 2025) were impacted by supply chain disruptions.”

Notably, NVIDIA has been struggling with a shortage of GPUs and supply chain disruptions. To address this, the company may rely on Samsung as a manufacturer for future products, reducing its dependence on TSMC.

Samsung has already supplied GDDR7 memory chips for NVIDIA’s RTX 50-series GPUs and is working on developing innovative 2nm and 3nm processes while also attracting clients for 4nm and 5nm processes. It will be interesting to see if this partnership materializes and how effective it will be for both companies.

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