Samsung Foundry has seemingly secured orders from main corporations together with AMD & Tesla, as per a report from Korean outlet, Fnnews.
Samsung Foundry May Problem TSMC & Different Giants If Reviews Relating to Its 4nm Orders Are True
In a discussion board for buyers in Hong Kong, Samsung discloses that its foundry division is on monitor to place itself to be a robust competitor within the semiconductor business. Whereas the corporate has proven full devotion to its cellular division, the officers have hinted that the corporate plans to diversify its gross sales construction by rising the variety of prospects in fields resembling semiconductors for AI and cars.
Hyperscalers (large-scale information heart operators), car OEMs (unique tools producers), and Tesla, in addition to different prospects, got here to us wanting chips of their design. When requested why they got here to us, we stated, “It’s as a result of Samsung has all three.
Our mission is to assist semiconductors, together with foundries and reminiscence, carry creativeness to life. A few of our prospects are planning to promote the 4-nanometer AI accelerator we’re creating, and the electrical automobile firm, the primary within the car business, can be transferring to 5-nanometer. We’re creating a model of a completely autonomous chiplet.
-Samsung’s President Jeong Hai-Lin
The above assertion reveals that Samsung has garnered curiosity in its 4nm course of, particularly for the AI phase. It was reported that Samsung has handed decisive high quality assessments for its next-gen HBM3 reminiscence and has positioned itself to carry AMD on board.
Now it’s not identified definitively if Samsung will find yourself being a accomplice within the growth of the MI300 accelerators however AMD had beforehand made it very clear that their accelerator is one thing that could not have been made doable with out the assistance of TSMC. So it’s doubtless that we’re taking a look at sure IPs made at Samsung whereas the chip largely stays a TSMC design. Or AMD may simply dual-source primarily based on provide and demand.
Samsung can be within the course of of making its personal superior chip manufacturing ecosystem often called “SAINT” which ought to rival TSMC’s CoWoS. Extra on that right here.
Aside from the orders from the AI phase, Samsung has additionally revealed that they’ve obtained orders from Tesla as effectively, and the corporate hasn’t specified what sort of course of they’ve offered to the corporate, however they’ve talked about a “5-nanometer” course of, suggesting that it could be utilized in Tesla’s next-gen HW 5.0 chips, designed for Full-Self Driving functions. As of this 12 months, the proportion of Samsung Electronics’ whole gross sales is estimated to be on this order: cellular (54%), HPC (19%), and automotive (11%).
If we take a look at a decade in the past, a majority of Samsung Electronics’ reveal got here from the cellular and client electronics phase, as a result of which the corporate was confined to the talked about markets solely. Nevertheless, with speedy developments in division, adopted by gaining the belief of shoppers within the business, the Korean big has diversified its income streams, particularly with the appearance of the “generative AI’ hype.
Information Supply: FNNews