Samsung Electronics is actively exploring the artificial intelligence chip market. Its foundry business plans to integrate memory chips, wafer fabs and chip packaging services to provide customers with one-stop solutions to significantly shorten the production cycle of artificial intelligence chips. This plan is designed to respond to the surge in global demand for artificial intelligence chips. Samsung predicts that the global chip industry revenue will reach US$778 billion by 2028, and artificial intelligence chips will become the main growth driver. Samsung is committed to becoming a leader in the field of artificial intelligence chips by virtue of its comprehensive strength in memory chips, wafer manufacturing and chip design.
Samsung Electronics' foundry business plans to provide customers with one-stop services to speed up the production of its artificial intelligence chips. The plan integrates Samsung's world's No. 1 memory chip, wafer fab and chip packaging services, allowing customers to communicate with Samsung's memory chip, wafer fab and chip packaging teams through a single channel, thereby integrating the production of artificial intelligence chips. The time is shortened by about 20%.
"We are truly living in the age of artificial intelligence, and the emergence of generative artificial intelligence has completely changed the technology landscape," Siyoung Choi, president and general manager of Samsung Electronics' fab business, said at an event in San Jose, California.
Samsung predicts that the global chip industry's revenue will grow to US$778 billion by 2028, with demand for artificial intelligence chips becoming the main driver of growth. In a briefing with reporters before the event, Marco Chisari, the fab's executive vice president of sales and marketing, said the company believed OpenAI CEO Sam Altman's loose forecast of a surge in demand for artificial intelligence chips was realistic. Altman has told TSMC executives that he wants to build about three dozen new chip factories, Reuters previously reported.
Samsung is one of the few companies that also sells memory chips, provides fab services and designs chips. That combination has sometimes impacted it negatively in the past, as some customers worried that working with its fabs could make Samsung a competitor in another area. However, with the demand for AI chips growing rapidly and the need for high integration of all chip components to quickly train or reason about large amounts of data with less power, Samsung believes its one-stop service model will be an advantage in the future.
In addition, Samsung also announced the launch of the latest 2-nanometer chip manufacturing process for high-performance computing chips, which will be put into mass production in 2027. This manufacturing process places power rails on the backside of the chip wafer to improve power delivery.
In addition, Samsung plans to start mass production of second-generation 3-nanometer chips using GAA technology in the second half of this year. GAA, a transistor architecture that improves chip performance and reduces power consumption, is critical to developing more powerful AI chips. Although competitors such as TSMC, the world's number one wafer fab, are also developing chips using GAA technology, Samsung has begun applying GAA technology long before it and plans to start mass production of its second-generation 3nm chips in the second half of this year. chip.
By integrating resources and technological innovation, Samsung is committed to taking a leading position in the field of artificial intelligence chips. Its one-stop service model and advanced manufacturing processes will provide customers with faster and more efficient solutions and promote the further advancement of artificial intelligence technology. develop. In the future, Samsung’s layout in the field of artificial intelligence chips deserves continued attention.