Samsung is the world’s largest maker of reminiscence chips.
Jakub Porzycki | Nurphoto | Getty Photographs
Samsung Electronics named a brand new head for its semiconductor enterprise on Tuesday, because the agency strives to guide the AI chip race.
Younger Hyun Jun will change Kyehyun Kyung, who will now head the longer term enterprise division, which focuses on discovering new progress alternatives, in addition to Samsung Superior Institute of Know-how.
The agency goals “to strengthen its competitiveness amid an unsure international enterprise atmosphere,” Samsung Electronics mentioned, including that Jun has in depth expertise main the corporate’s reminiscence and battery manufacturing divisions.
Samsung is in intense competitors with SK Hynix to provide essentially the most superior reminiscence chips available in the market to trip the AI wave. The reminiscence chip market is at the moment dominated by Samsung, SK Hynix and Micron — the world’s high three suppliers.
SK Hynix has been main on the high-bandwidth reminiscence entrance, having been the only provider of HBM3 chips to Nvidia, which is on the forefront of AI chips. Nvidia is reportedly contemplating Samsung as a provider too.
“We count on the competitors in high-bandwidth reminiscence to accentuate in 2025. For the HBM3 era, SK Hynix is the unique provider to Nvidia, and we consider there have been a couple of quarters of know-how gaps between SK Hynix and Samsung,” Kazunori Ito, director of fairness analysis at Morningstar, mentioned in a report earlier this month.
SK Hynix plans to start mass manufacturing of its newest era of high-bandwidth reminiscence chips, the 12-layer HBM3E, within the third quarter, whereas Samsung Electronics goals to do the identical throughout the second quarter, having been the primary within the trade to ship samples of the most recent chip.
“[This suggests] that Samsung is shortly closing the hole within the know-how roadmap. Consequently, we count on that each one three main suppliers will have the ability to ship HBM3E to Nvidia, intensifying the value competitors,” Ito mentioned.
