Samsung unveils plans to speed up shipments of AI chips

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Jung Yoon Ji/AFP/Getty Images

The Samsung logo is displayed at the company's Seocho building in Seoul, South Korea on April 30, 2024.

Seoul/San Jose.

Samsung Electronics said its contract manufacturing business plans to offer clients a one-stop shop to accelerate their artificial intelligence (AI) chips – its global No. 1 memory chip, foundry, and chip packaging. Integrating services, to capitalize on the AI ​​boom.

With clients working with a single channel of communication that directs Samsung's memory chip, foundry and chip packaging teams together, the time it takes to develop AI chips, Samsung said on Wednesday. In a typical week, the decline is about 20 percent.

“We are truly living in the age of AI, the emergence of generative AI is completely changing the technology landscape,” said Seung Choi, president and general manager of Foundry Business at a Samsung event in San Jose, California. ”

Samsung expects global chip industry revenue to grow to $778 billion by 2028, boosted by AI chips, Choi said.

In a briefing with reporters before the event, Foundry executive vice president of sales and marketing Marco Cesari said the company believes OpenAI CEO Sam Altman's loose predictions on growing demand for AI chips are realistic. are

Altman has told executives at contract chipmaker TSMC that he wants to build about three dozen new chip factories, Reuters previously reported.

Samsung is one of the few companies that sells memory chips, offers foundry services and designs chips under one roof. That combination has often worked against it in the past, as some clients worried that doing business with its foundry could give Samsung an advantage as a competitor in another sector.

However, with the skyrocketing demand for AI chips and the need for all chip parts to be highly integrated to rapidly infer large amounts of data while using less power, Samsung believes its turnkey approach will continue. I will prove to be a strength.

The South Korean tech company also announced its latest chip architecture called Gate All-Around (GAA), a type of transistor architecture that helps improve chip performance and reduce power consumption. does.

GAA is considered critical to continuing to build more powerful chips for AI as the chips get better to push the limits of physics.

While rivals such as global foundry No. 1 TSMC are also working on chips using GAA, Samsung is the first to implement GAA, and said it will launch its second generation of chips using GAA in the second half of this year. Plans to mass-produce 3-nanometer chips

Samsung also announced its latest 2-nanometer chip manufacturing process for high-performance computing chips, which places power rails on the back side of the wafer to improve power transmission. Mass production is expected by 2027.

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