Seoul/San Jose
Reuters
—
Samsung Electronics mentioned its contract manufacturing enterprise plans to supply a one-stop store for purchasers to get their synthetic intelligence (AI) chips made quicker — integrating its world No 1 reminiscence chip, foundry, and chip packaging companies, to harness the AI increase.
With purchasers working with a single channel of communication that directs Samsung’s reminiscence chip, foundry and chip packaging groups directly, the time it takes to provide AI chips, often weeks, has been lower by round 20%, Samsung mentioned on Wednesday.
“We’re actually residing within the age of AI, the emergence of generative AI is totally altering the expertise panorama,” mentioned Siyoung Choi, president and normal supervisor of the foundry enterprise, at a Samsung occasion in San Jose, California.
Samsung expects world chip trade income to develop to $778 billion by 2028, boosted by AI chips, Choi mentioned.
At a briefing with reporters forward of the occasion, Government Vice President of Foundry Gross sales and Advertising Marco Chisari mentioned the corporate believes OpenAI CEO Sam Altman’s free projections on hovering demand for AI chips are life like.
Altman has advised executives at contract chipmaker TSMC that he wished to construct roughly three dozen new chip factories, Reuters has beforehand reported.
Samsung is among the few corporations that sells reminiscence chips, affords foundry companies and designs chips underneath the identical roof. That mixture has typically labored in opposition to it previously, as some purchasers have been nervous that doing enterprise with its foundry may profit Samsung as a competitor in one other subject.
Nonetheless, with skyrocketing demand for AI chips and the necessity for all of the chip components to be extremely built-in to coach or infer large quantities of knowledge quick through the use of much less energy, Samsung believes its turnkey strategy will likely be a energy going ahead.
The South Korean tech big additionally touted its cutting-edge chip structure referred to as gate all-around (GAA), a kind of transistor structure that helps enhance chip efficiency and reduces energy consumption.
GAA is seen as essential to maintain making extra highly effective chips for AI as chips grow to be finer to the purpose of pushing the boundaries of physics.
Though opponents reminiscent of world foundry No 1 TSMC are additionally engaged on chips utilizing GAA, Samsung began making use of GAA earlier, and mentioned it plans to mass produce its second-generation 3-nanometer chips utilizing GAA within the second half of this yr.
Samsung additionally introduced its newest 2-nanometer chipmaking course of for high-performance computing chips, which locations energy rails on the bottom of the wafer to enhance energy supply. Mass manufacturing is slated for 2027.