Samsung goals to improve the production of AI and HPC (High-Performance Computing) semiconductor chips as it’s in a singular place. It’s the solely agency on this planet that makes extraordinarily superior semiconductor chip chips, designs and makes DRAM chips, and affords superior chip packing options.
Samsung Electronics Foundry Enterprise Supervisor Ki-bong Jeong said that Samsung has what it calls a GDP (Gate All Round + DRAM + Packaging) benefit. The corporate goals to improve its chip production market share by way of collaboration between Foundry, Reminiscence, and Packaging companies. It says it desires to diversify its chip fabrication enterprise. At present, the production of cellular utility processors accounts for greater than 50% of its income. Nonetheless, it plans to promote extra AI and automotive chips sooner or later. Throughout a discussion board held for its buyers in Hong Kong, Samsung launched its GDP benefit.
Vice President Jeong mentioned through the investor discussion board, “Hyperscalers (giant-scale information heart operators), vehicle OEMs (unique tools producers), and Tesla, in addition to different prospects, got here to us wanting chips of their very own design. When requested why they got here to us, it’s as a result of Samsung has all three.” Samsung has secured orders to make 4nm AI chips, and this most likely factors to AI chips from Rebellions. The corporate additionally claimed that one of the most important vehicle companies (most likely Tesla) on this planet is planning to transfer to Samsung’s 5nm know-how.
Some experiences declare that Samsung Foundry is aiming to safe extra orders for fabrication of superior HPC chips, particularly after the explosion of Generative AI know-how over the previous two years. The corporate confronted sluggish gross sales within the third quarter of this 12 months, however it acquired the biggest quantity of orders in 1 / 4 in its historical past. Round 54% of the chips it made had been for cellular units, whereas 19% had been for high-performance computing. 11% of its orders had been for vehicle chips.
Samsung Foundry goals to safe orders from huge-title fabless semiconductor companies in North America, which most likely factors to AMD and Nvidia. At present, the yield of its 4nm know-how is round 75%, which is close to that of TSMC’s yield of 80%. Within the meantime, it’s enhancing the performance and yield of its 3nm (Gate All Round) chip fabrication know-how, in addition to beginning the production of chips at its new plant in Taylor, Texas, USA.