Samsung unveiled future technological advancements aimed at attracting AI chip manufacturers to collaborate in chip manufacturing. While Samsung is globally recognized for its memory chip industry leadership, it is earnestly striving to compete with the Taiwanese semiconductor manufacturer, TSMC, in the chip manufacturing market, where both companies produce chips for their clients.
At the annual Samsung Foundry event held in the United States, Samsung presented a roadmap for chip manufacturing and its vision for the era of artificial intelligence. Samsung’s market share in chip manufacturing witnessed an 11% decline in the first quarter of this year, compared to an 11.3% decrease in the previous quarter, whereas TSMC’s share increased to 61.7% from 61.2% in the same period.
Samsung’s results have significantly improved due to the increasing demand for components used in smart computing systems, enhancing the memory department’s performance and opening new avenues to meet chip manufacturing requests. Samsung aims to showcase its leading and reliable production capabilities to attract major customers like NVIDIA, which offers vital AI technologies to leading technology companies.
Samsung faces significant competition from Intel, as Intel is establishing new factories to secure contracts from competing companies. Advancements in production technology are crucial to enhance electronic component performance, and competition towards offering smaller dimensions is necessary to win contracts for the best-performing and cost-effective AI processors.
Samsung announced a new technology called “Backside Power Delivery Network,” where power connectors are placed on the backside of the silicon chip. This technology contributes to performance improvement, space-saving, and significant reduction in voltage drop compared to the previous generation of 2-nanometer manufacturing processes. Samsung affirmed its capability to deliver advanced logic, memory, and packaging technologies, positioning itself ahead in meeting semiconductor manufacturing requests linked to artificial intelligence.
By 2028, Samsung expects to increase its AI-related clientele fivefold, with revenues growing nine times compared to the current situation. New techniques for producing future AI-related chips have been announced to enhance its ability to attract more customers. The promotion of the “Gate-All-Around” (GAA) technology, essential for AI products, has begun, with plans to produce the second generation of 3-nanometer manufacturing operations in large quantities in the latter half of this year and introduce the “Gate-All-Around” technology in 2-nanometer manufacturing operations.
In 2022, Samsung commenced mass production of the 3-nanometer manufacturing technology as the leading company in this field with the “Gate-All-Around” technology. Global chip industry revenues are expected to reach $778 billion by 2028, thanks to the evolution of AI chips.
