$200B Bet: Samsung and Broadcom Join Forces—Can 'De-Nvidiaization' of the AI Chip Supply Chain Happen?

The most valuable piece of information in this article is that the five-year, $200 billion memorandum signed by Samsung Electronics and Broadcom is essentially a move by Samsung to "anchor customers" in the HBM and advanced process nodes—it's no longer just chasing behind SK Hynix and TSMC, but trying to secure a ticket for the next technology cycle (HBM4, 2nm) by binding itself to a sufficiently large AI chip player. Broadcom isn't a replacement for NVIDIA, but its presence offers a second "crossroads" for the AI chip supply chain.