Introduction

Samsung Electronics has announced a new initiative to accelerate the production of AI chips by offering a one-stop shop for clients. This plan integrates Samsung’s leading memory chip, foundry, and chip packaging services to capitalize on the AI boom.

Streamlined Production

By providing a single channel of communication for clients, Samsung has reduced the production time of AI chips by approximately 20%. This streamlined process allows clients to work with Samsung’s memory chip, foundry, and chip packaging teams simultaneously.

Industry Insights

“We are truly living in the age of AI – the emergence of generative AI is completely changing the technology landscape,” said Siyoung Choi, President and General Manager of the Foundry Business at Samsung, during an event in San Jose, California. Samsung anticipates that global chip industry revenue will grow to $778 billion by 2028, driven by AI chips.

Market Demand

Executive Vice President of Foundry Sales and Marketing, Marco Chisari, mentioned that the company finds OpenAI CEO Sam Altman’s projections on the rising demand for AI chips to be realistic. Altman has expressed a desire to build around three dozen new chip factories, according to previous reports by Reuters.

Samsung’s Unique Position

Samsung is one of the few companies that offers memory chips, foundry services, and chip design under one roof. This unique combination is becoming a strength as the demand for highly integrated AI chips grows.

Advanced Chip Architecture

Samsung highlighted its cutting-edge gate all-around (GAA) chip architecture, which enhances chip performance and reduces power consumption. GAA is crucial for developing more powerful AI chips as they become increasingly fine and push the boundaries of physics.

Future Plans

Although competitors like TSMC are also working on GAA chips, Samsung has a head start and plans to mass-produce its second-generation 3-nanometre chips using GAA in the latter half of this year. Additionally, Samsung announced a new 2-nanometre chipmaking process for high-performance computing chips, with mass production expected in 2027.

Conclusion

Samsung’s integrated approach and advanced chip architecture position it well to meet the growing demand for AI chips. The company’s efforts to streamline production and innovate in chip design are set to drive significant growth in the global chip industry.

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