SamMobile’s Post

Rising AI Chip Demand Fuels TSMC's First-Quarter Growth #TSMC #AIChips #TechIndustry #InnovationLeaders #Semiconductor #EarningsReport Taiwan Semiconductor Manufacturing Co., the primary producer of advanced chips employed in artificial intelligence applications, is anticipated to reveal a 5% uptick in first-quarter profits on Thursday, buoyed by strong demand. Being the largest contract chipmaker globally, TSMC counts among its clients industry giants like Apple and Nvidia, benefitting from the escalating adoption of AI. This momentum has shielded the company from the downturn in electronics demand post-pandemic and has propelled its stock to unprecedented levels.

Advanced node technology for a very few right now. "Taiwan Semiconductor Manufacturing Company (TSMC) is gearing up to see increased costs for its leading-edge semiconductor manufacturing processes. TSMC's most advanced process in mass production is the 3-nanometer semiconductor design technology and a fresh report quoted in the Taiwanese press speculates that the 3-nanometer and 2-nanometer nodes will see significant cost increases moving into the future (...) The 3-nanometer manufacturing process is the most advanced in the world in production right now (...). Back in 2022, a report from DigiTimes had shared that TSMC's 3-nanometer wafers would cost roughly $20,000, and this was followed up by multiple media reports claiming that the cost per wafer could either rise to as much as $25,000 or drop below $20,000" #semiconductorindustry https://lnkd.in/eG9iufDh

In his post, the CEO also highlighted the company's cutting-edge gate-all-around technology for the manufacturing of highly-advanced 2-nanometer chips, and the company's AI accelerator, the Mach-1, which is currently under development. "We should reduce the logic power and enhance performance to train AI’s intelligence in diverse applications. This is the reason clients want the 2-nanometer gate-all-around (processing technology)," Kyung wrote. "For this, many clients are already providing, or have promised to provide, their chips for testing. And we will successfully develop the technology to make sure these attempts lead to the actual development of 2 nm products." Memory chip aside, Samsung also runs foundry and logic chip design businesses and aims to become the world's top memory chipmaker by 2027. "Clients’ interest is also growing in the Mach-1, which is used for AI inference. Some clients want to use Mach for applications with over 1 trillion parameters. We need to prepare the Mach-2 faster than we expected."

Samsung's AI Chip Ascent: Challenging TSMC Dominance #AI #AIchipmanufacturing #artificialintelligence #chippackaging #DRAMdatastoragechips #earningsguidance #Electronics #JayYLee #llm #machinelearning #Marketcompetition #memorychipunit #priceincreases #profitability #SAINTtechnology #SamsungElectronics #semiconductormarket #TSMC

Samsung is taking a big step forward in the AI industry by forming a new semiconductor development organization in Silicon Valley. The organization, called the AGI Computing Lab, is dedicated to creating next-generation AGI chips. AGI, or Artificial General Intelligence, promises to replicate human-like capabilities and make life much easier. Samsung seems to be one step ahead of competitors like TSMC by focusing on AGI early on. This move shows that Samsung Electronics is committed to upscaling its semiconductor capabilities and staying ahead of the game. The new AGI semiconductors could potentially have computing power that contributes to AGI's development, similar to what we saw with NVIDIA's AI offerings. #samsung #techgiants #chips #semiconductors #semiconductorindustry #siliconvalley #agicomputinglab #ai #agi #artificialgeneralintelligence #innovation #technology #technologynews

[Samsung eyes AI chip leadership with highest-capacity HBM3E] Mass production slated for first half Samsung Electronics said Tuesday it has developed HBM3E 12H, the industry’s first 12-stack HBM3E DRAM and the highest-capacity HBM product to date, going one step further than its rivals in the burgeoning artificial intelligence chip market. The world's largest memory chip maker said it has begun providing samples of HBM3E 12H to customers, and mass production is slated for the first half of this year. “The industry’s AI service providers are increasingly requiring HBM with higher capacity, and our new HBM3E 12H product has been designed to answer that need,” Bae Yong-cheol, Executive Vice President of Memory Product Planning at Samsung Electronics said. “This new memory solution forms part of our drive toward developing core technologies for high-stack HBM and providing technological leadership for the high-capacity HBM market in the AI era," he said. Tap below to read full story. #Samsung #SamsungElectronics #HBM3E12H #chipmaker #chip #chips #AI https://lnkd.in/ggte7j6T

OpenAI's Sam Altman is meeting today with South Korea's leading semiconductor companies as the AI pioneer weighs an ambitious move into chip production. What's the strategy behind the trip? - Altman has repeatedly said he's concerned about the tech industry's ability to produce enough high-end chips. He's has been working to raise billions of dollars to set up a network of fabs, Bloomberg News reported this month. - Samsung, one of the companies Altman is meeting with in Korea, has been trying to expand its foundry business, which manufactures chips to the designs of customers. OpenAI could in theory partner with Samsung on production to boost the output of AI chips. - South Korea meanwhile has outlined an industrial policy that puts the US Chips Act to shame. The government's blueprint calls for $466 billion in investment through 2047 -- money to build 13 new chip plants and three research facilities. https://lnkd.in/gWxanjf2

"Almost all the AI innovators are working with TSMC to address the insatiable AI-related demand for energy efficient computing power," CEO C.C. Wei said during the company's first-quarter earnings call. "AI-related data centre demand is very, very strong," he said, adding that the shift from traditional servers to AI servers is "favourable" to TSMC. TSMC has benefited from the AI wave that has helped it weather the tapering off of COVID-19 pandemic-led electronics demand and pushed the company's stock to a record. ~ #ai #artificialintelligence #tsmc #chips #taiwan #disruption

Awards from the U.S. Chips Act have begun. From Reuters: "TSMC, the world's largest contract chipmaker, is set to win more than $5 billion in federal grants from the U.S. government for setting up a chipmaking plant in Arizona, Bloomberg News reported on Friday. TSMC's advanced manufacturing processes are used in the production of NVIDIA's industry leading artificial intelligence chips. The Taiwanese chipmaker had said in January that demand for advanced packaging was very strong and it couldn't offer enough capacity to support customers, which will continue to next year. Lagging capacity for advanced packaging has been a central bottleneck for the scaling up supply of complex AI chips." #chipsact #tsmc #nvidia #semiconductors #technology #publicpolicy #ai #artificialintelligence https://lnkd.in/gWbvvSfQ