Samsung and NVIDIA Expand Semiconductor Collaboration to Launch AI-Driven Manufacturing Solutions

Samsung and NVIDIA enhance semiconductor collaboration, focusing on AI-driven manufacturing and advanced chip production technologies.

Quiver AI Summary

Samsung and NVIDIA have announced an expansion of their long-standing partnership to enhance semiconductor manufacturing and AI technologies. With over 25 years of collaboration, the two companies will build a new AI factory that integrates Samsung’s semiconductor capabilities with NVIDIA's platforms, aiming to revolutionize chip production. This facility, powered by more than 50,000 NVIDIA GPUs, will focus on AI-driven manufacturing, improving operational efficiency through predictive maintenance and real-time decision-making. The collaboration includes leveraging advanced tools for circuit simulation, verification, and design to foster innovation in the semiconductor industry. Both companies emphasize their commitment to leading the future of intelligent manufacturing as they collaborate on technologies that impact various sectors globally.

Potential Positives

Samsung and NVIDIA are establishing a new AI factory that integrates advanced semiconductor technologies and AI-driven production, marking a significant leap in manufacturing capabilities.
The collaboration aims to achieve a 20x performance gain in computational lithography, enhancing Samsung's efficiency in chip manufacturing.
Samsung's use of NVIDIA's Omniverse platform for creating digital twins will lead to more efficient operations, predictive maintenance, and real-time decision-making across global fabs.
Through this partnership, Samsung is positioning itself as a leader in AI-driven manufacturing, potentially setting new industry standards and transforming various sectors dependent on its technologies.

Potential Negatives

While the press release highlights a significant partnership with NVIDIA, it does raise concerns about Samsung's reliance on NVIDIA technology for critical developments in their semiconductor manufacturing processes, which may pose risks if NVIDIA faces any operational or technological challenges.
The announcement focuses heavily on forward-looking statements, indicating that actual results may differ materially from expectations due to various risks and uncertainties, which could undermine confidence in Samsung's projected advancements.
The competitive nature of the semiconductor and AI industries implies that Samsung's plans to lead in AI-driven production may be jeopardized by emerging competitors or shifts in technology standards, posing a risk to their market position.

FAQ

What is the significance of the Samsung and NVIDIA partnership?

The partnership enhances semiconductor collaboration, expanding from HBM technology to AI-driven manufacturing solutions.

How will the new AI factory impact semiconductor manufacturing?

The AI factory will integrate innovative technologies to optimize production, predictive maintenance, and operational efficiency.

What technologies are Samsung and NVIDIA utilizing for chip manufacturing?

They are using NVIDIA GPUs, CUDA-X libraries, and advanced EDA tools for chip design and manufacturing analysis.

What role does the NVIDIA Omniverse play in Samsung's operations?

NVIDIA Omniverse is used for creating digital twins that enhance simulation, decision-making, and factory automation.

How does the collaboration aim to advance robotics?

They are employing NVIDIA robotics technologies to improve manufacturing automation and humanoid robot applications.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$NVDA Congressional Stock Trading

Members of Congress have traded $NVDA stock 63 times in the past 6 months. Of those trades, 58 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:

REPRESENTATIVE VAL T. HOYLE has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/09, 06/06 and 1 sale worth up to $100,000 on 09/23.
SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 09/04, 07/07.
REPRESENTATIVE CLEO FIELDS has traded it 41 times. They made 41 purchases worth up to $12,015,000 on 09/03, 08/22, 08/20, 08/15, 08/13, 08/06, 08/01, 07/29, 07/17, 07/16, 07/14, 07/10, 06/30, 06/26, 06/25, 06/09, 06/05, 06/03 and 0 sales.
SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/22, 05/13 and 0 sales.
SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/24.
REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 06/17, 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
REPRESENTATIVE ROBERT BRESNAHAN has traded it 5 times. They made 5 purchases worth up to $75,000 on 05/29, 05/23, 05/16, 05/13, 05/09 and 0 sales.
REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/14, 05/05 and 0 sales.
REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $250,000 on 05/08 and 1 sale worth up to $1,000,000 on 05/12.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$NVDA Insider Trading Activity

$NVDA insiders have traded $NVDA stock on the open market 504 times in the past 6 months. Of those trades, 0 have been purchases and 504 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:

JEN HSUN HUANG (President and CEO) has made 0 purchases and 370 sales selling 5,975,000 shares for an estimated $1,043,388,374.
MARK A STEVENS has made 0 purchases and 8 sales selling 2,875,730 shares for an estimated $438,775,005.
TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
A BROOKE SEAWELL has made 0 purchases and 53 sales selling 770,522 shares for an estimated $119,998,758.
HARVEY C JONES sold 250,000 shares for an estimated $44,053,700
COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 57 sales selling 243,930 shares for an estimated $41,458,508.
AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
DAWN E HUDSON has made 0 purchases and 2 sales selling 90,000 shares for an estimated $15,381,064.
PERSIS DRELL sold 40,000 shares for an estimated $7,106,120
ROBERT K BURGESS sold 50,000 shares for an estimated $6,740,819
STEPHEN C NEAL sold 28,000 shares for an estimated $4,972,343
DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 3 sales selling 8,000 shares for an estimated $1,263,767.
JOHN DABIRI sold 660 shares for an estimated $91,608

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$NVDA Hedge Fund Activity

We have seen 2,837 institutional investors add shares of $NVDA stock to their portfolio, and 2,144 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 382,240,291 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $71,318,393,494
CAPITAL RESEARCH GLOBAL INVESTORS added 46,228,880 shares (+48.0%) to their portfolio in Q2 2025, for an estimated $7,303,700,751
JPMORGAN CHASE & CO added 41,486,164 shares (+9.9%) to their portfolio in Q2 2025, for an estimated $6,554,399,050
VANGUARD GROUP INC added 39,465,689 shares (+1.8%) to their portfolio in Q2 2025, for an estimated $6,235,184,205
PRICE T ROWE ASSOCIATES INC /MD/ added 31,338,927 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $4,951,237,076
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,727,360 shares (+14.9%) to their portfolio in Q2 2025, for an estimated $4,854,615,606
CLEAR STREET LLC added 28,275,055 shares (+470.5%) to their portfolio in Q2 2025, for an estimated $4,467,175,939

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$NVDA Analyst Ratings

Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 27 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Cantor Fitzgerald issued a "Overweight" rating on 10/29/2025
B of A Securities issued a "Buy" rating on 10/29/2025
DA Davidson issued a "Buy" rating on 10/29/2025
Citigroup issued a "Buy" rating on 09/30/2025
Keybanc issued a "Overweight" rating on 09/30/2025
Jefferies issued a "Buy" rating on 09/29/2025
Barclays issued a "Overweight" rating on 09/25/2025

To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.

$NVDA Price Targets

Multiple analysts have issued price targets for $NVDA recently. We have seen 30 analysts offer price targets for $NVDA in the last 6 months, with a median target of $225.0.

Here are some recent targets:

Vivek Arya from B of A Securities set a target price of $275.0 on 10/29/2025
Gil Luria from DA Davidson set a target price of $250.0 on 10/29/2025
Timothy Arcuri from UBS set a target price of $235.0 on 10/29/2025
C.J. Muse from Cantor Fitzgerald set a target price of $300.0 on 10/29/2025
Frank Lee from HSBC set a target price of $320.0 on 10/15/2025
Vijay Rakesh from Mizuho set a target price of $225.0 on 10/13/2025
John Vinh from Keybanc set a target price of $250.0 on 09/30/2025

Full Release

Samsung and NVIDIA are building on a deep partnership of more than 25 years to extend their semiconductor collaboration from next-generation HBM and custom solutions to foundry services for manufacturing, AI and robotics.
Samsung and NVIDIA are working together to innovate breakthroughs for next-generation semiconductors, as well as to power Samsung products and services across smartphones and robotics.
Samsung is accelerating its chipmaking OPC lithography platform with NVIDIA CUDA GPU-accelerated infrastructure for chip manufacturing, achieving 20x performance gains in computational lithography and technology computer-aided design simulations.
Samsung is building digital twins with NVIDIA Omniverse for global fabs to shorten time from design to operations and enable AI-driven predictive maintenance, operational optimization and real-time decision-making.
Samsung is harnessing NVIDIA GPUs, NVIDIA CUDA-X libraries and solutions from Synopsys, Cadence and Siemens to achieve massive speedups in simulation, verification and manufacturing analysis.

GYEONGJU, South Korea, Oct. 31, 2025 (GLOBE NEWSWIRE) -- APEC Summit -- NVIDIA today announced plans with Samsung Electronics to build a new AI factory, representing a new era where intelligent computing and chip manufacturing converge. The state-of-the-art AI factory will combine Samsung’s semiconductor technologies with NVIDIA platforms to establish the foundation of next-generation, AI-driven production.

Powered by more than 50,000 NVIDIA GPUs, Samsung’s semiconductor AI factory will be a centerpiece of the company’s digital transformation, integrating accelerated computing directly into full-fledged advanced chip manufacturing.

Through this collaboration, Samsung and NVIDIA are setting a global benchmark for AI-driven semiconductor manufacturing at scale, integrating data from physical equipment and production workflows to achieve predictive maintenance, process improvements and increased operational efficiency in autonomous fab environments.

“We are at the dawn of the AI industrial revolution — a new era that will redefine how the world designs, builds and manufactures,” said Jensen Huang, founder and CEO of NVIDIA. “As Korea’s and one of the world’s foremost technology and industrial leaders, Samsung is forging its AI foundation with NVIDIA to lead the future of intelligent and autonomous manufacturing — transforming Samsung itself and the many industries around the world built on Samsung technologies.”

“NVIDIA has been a visionary of this new AI era, and its technologies have empowered innovators to reinvent industries,” said Jay Y. Lee, executive chairman of Samsung Electronics. “From Samsung’s DRAM for NVIDIA’s game-changing graphics card in 1995 to our new AI factory, we are thrilled to continue our longstanding journey with NVIDIA in leading this transformation as we envision creating new standards for the future and accelerating breakthroughs for the world.”

From their first collaboration on NVIDIA’s first graphics card NV1 with Samsung’s DRAM to introducing the industry’s first commercial HBM, and a key supply collaboration for HBM3E and HBM4 today, the companies celebrate a strong alliance spanning more than 25 years that has helped create the foundation for today’s AI transformation. The companies will continue their semiconductor collaboration beyond HBM, GDDR, high-density memory modules, SOCAMM and custom solutions as well as foundry services to support the broader ecosystem.

Samsung is harnessing NVIDIA GPUs, NVIDIA CUDA-X ™ libraries and solutions from Synopsys, Cadence and Siemens to achieve massive speedups in circuit simulation, verification and manufacturing analysis. The companies are collaborating with these electronic design automation partners to innovate chip design, and will continue to reshape GPU-accelerated EDA tools and design technologies necessary for the AI era.

Samsung uses the NVIDIA Omniverse ™ platform as the foundation for its digital twins , which provide physically accurate simulation environments. This virtual environment allows global fabs to shorten the time from design to operations and achieve AI-driven predictive maintenance, real-time decision-making and factory automation.

To speed intelligent logistics with a unified platform, Samsung is deploying NVIDIA RTX PRO™ Servers with NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs . The real-time digital twin of the Samsung fab will enable operational planning, anomaly detection and logistics optimization — a significant step toward a fully autonomous fab.

To accelerate computational lithography — the most computationally intensive workload in the semiconductor manufacturing process — the companies are integrating the NVIDIA cuLitho library into Samsung’s advanced lithography platform, OPC. The collaboration has led to 20x greater performance and scalable deployment across semiconductor manufacturing.

Samsung Accelerates Smart Manufacturing With Digital Twins, Robotics and Generative AI
Samsung has been building its proprietary AI models powering more than 400 million Samsung devices with access to advanced reasoning capabilities, delivering breakthrough performance in real-time translation, multilingual interactions and intelligent summarization.

Samsung is charting the future of intelligent robotics across manufacturing automation and humanoid robot applications using NVIDIA robotics technologies on NVIDIA RTX PRO Servers.

To accelerate intelligent robot deployment, Samsung is using the NVIDIA Isaac Sim ™ reference application, built on NVIDIA Omniverse and NVIDIA Cosmos ™ world foundation models, to connect synthetic and real data, middleware and teleoperation, as well as the NVIDIA Jetson Thor ™ high-performance edge AI platform optimized for humanoid robotics. Combined, these technologies enable the deployment of robots that can understand and interact with the physical world in real time.

NVIDIA and Samsung also worked with Korean telco operators and academic institutions to develop AI-RAN network technology, bringing together AI and mobile network workloads, which will be necessary for the adoption of physical AI.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

For further information, contact:
Janette Ciborowski
Enterprise Communications
NVIDIA Corporation
+1-734-330-8817
[email protected]

Certain statements in this press release including, but not limited to, statements as to: the AI industrial revolution redefining how the world designs, builds and manufactures; as Korea’s and one of the world’s foremost technology and industrial leaders, Samsung forging its AI foundation with NVIDIA to lead the future of intelligent and autonomous manufacturing — transforming Samsung itself and the many industries around the world built on Samsung technologies; the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

© 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, CUDA-X, Jetson Thor, NVIDIA Cosmos, NVIDIA Isaac Sim, NVIDIA NeMo, NVIDIA Omniverse and NVIDIA RTX PRO are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.

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