Shulou(Shulou.com)11/24 Report--

April 7 news, according to foreign media reports, the fire of ChatGPT artificial intelligence chatbot has promoted the development and application of related products, as well as the development of artificial intelligence semiconductor market, from which related manufacturers will benefit.

Foreign media reported that Samsung Electronics wafer foundry business will be a major beneficiary of the expanded demand for artificial intelligence semiconductors, which have begun to mass produce the next generation of artificial intelligence chips. and is expected to receive more contract orders from major customers.

Sources revealed that Samsung Electronics wafer foundry business department, has begun to use 14nm process for South Korea focused on artificial intelligence wafer manufacturers FuriosaAI, OEM the first generation of Warboy chips. Warboy is a kind of artificial intelligence processing unit, the second generation of Warboy will be manufactured by Samsung Electronics using 5nm process in the first half of next year, and its performance will also be significantly improved.

According to foreign media reports, NPU is specially designed for artificial intelligence applications and can make up for the shortcomings of GPU used in the current artificial intelligence platform, such as high energy consumption and high price. The price and energy consumption are only 1/6 to 1/5 of GPU, and the speed is ten times that of GPU.

Foreign media reported that in addition to FuriosaAI's order, Rebellions, another start-up company in South Korea that specializes in AI semiconductor design, will also use Samsung Electronics' 5nm process to manufacture their chips.

Of course, Samsung Electronics is not the only one benefiting from the increased demand for artificial intelligence applications. TSMC, currently the world's largest foundry foundry, is also the beneficiary. Foreign media reported that they are using 7nm and 4nm processes for major customers Nvidia A100, H100 GPU,AMD is also increasing the GPU OEM orders to TSMC.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.