South Korean media reported that more and more technology companies are choosing to design their own artificial intelligence (aye,Waferon this occasion,SAMSUNGElectronics plans to use advanced process technology to increase the proportion of AI chip foundry sales to nearly 50% in five years.
Samsung Electronics’ Samsung Wafer Foundry business recently raised the ratio of foundry sales to high-efficiency computing (HPC) chip orders to 32% in 2028, up from 19% this year, the Korea Economic Daily reported. In the same period, the automotive chip order sales ratio has also increased from 11% to 14%, and the mobile chip foundry sales ratio will drop to the lower edge of the 30% range from an estimated 54% this year.
Samsung Electronics hopes to improve profitability by focusing on the production of higher value-added chips through diversifying chip foundry orders. Both HPC and automotive chips are considered AI chips.
More than half of Samsung’s foundry revenue currently comes from mobile chip orders, relying heavily on the group’s self-developed chips, such as the application processor Exynos developed by Samsung System LSI and ISOCELL used in smartphones. Image sensor.
Samsung Electronics is confident in its foundry business due to a recent increase in AI chip foundry orders, including central processing units (CPUs) and graphics processing units (GPUs) for AI servers and data centers, and is said to have won a global Is of. The HPC giant is a new customer. Due to the influx of AI chip customer orders, the revenue of Samsung’s wafer foundry business reached a new high over the same period last quarter.
Foreign media reported that Advanced Micro Devices (AMD) is evaluating handing over to Samsung Electronics to produce next-generation chips using the 4-nanometer process. Some analysts estimate that Samsung Electronics and AMD are expected to win this order after they expanded their strategic alliance in April to develop next-generation AP chips.
Technology giants like Microsoft, Google and Amazon are all designing their own AI chips, which Samsung Electronics is expected to benefit from. Microsoft’s AI chips are currently manufactured by TSMC using a 5-nanometer process, but it may also diversify its suppliers to increase its bargaining power, which is expected to benefit Samsung Electronics later. .
The key to the steady growth of Samsung’s foundry orders is the advancement of advanced chip manufacturing processes. Samsung Electronics plans to begin producing automotive and HPC chips using the 2nm process in 2026 and release a 1.4nm process node in 2027.
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