On December 15, news emerged indicating that Samsung Electronics is anticipated to ramp up its supply of 12-layer HBM3E chips to Broadcom. Presently, Broadcom is in the process of designing TPUs (Tensor Processing Units) for Google. Notably, Google's seventh-generation TPU has already incorporated 8-layer HBM3E chips from both Samsung Electronics and SK Hynix. Looking ahead, Google aims to integrate 12-layer HBM3E chips into its more advanced seventh-generation TPU, known as TPU 7E. Currently, mass-produced products are undergoing testing, and the performance of chips from the two suppliers is quite comparable. Broadcom has identified Samsung Electronics as a strategic partner to potentially replace SK Hynix, owing to Samsung Electronics' demonstrated flexibility in both performance and price negotiations. Reports suggest that Samsung Electronics' supply price for HBM3E is roughly 20% lower than that of SK Hynix's currently supplied HBM3E products. (ChosunBiz)