According to AJU News,Samsung Electronics recently received an order from Tsavorite, an American AI chip startup, and will use its 4nm process technology to manufacture AI chips for the latter. The order value exceeds US$100 million.Tsavorite's AI chip is designed as a "full-featured processing unit" and aims to become the next generation of AI chips. Its characteristic lies in integrating CPU, GPU and DRAM into a single chip, and can be flexibly configured in terms of power consumption, performance and scalability according to different market and application requirements.
In November this year, the company announced that it had received more than US$100 million in pre-orders from customers including Fortune 500 companies, sovereign cloud service providers and system integrators.
The report pointed out thatSamsung Electronics continues to promote the improvement of the yield rate of the 4nm process, which has recently increased to 60%-70% level, re-enhancing its market competitiveness.In October this year, Samsung also successfully obtained an OEM order for Tesla’s self-driving chip “AI5”.
As market demand for advanced processes such as 3nm and 2nm grows, Samsung may provide a more competitive pricing strategy for the 4nm process, thereby further consolidating its market position. At the same time, Samsung is accelerating the yield improvement of 3nm and 2nm processes. According to the latest news, the yield rate of its first chipset Exynos 2600 using 2nm GAA technology has reached 50%. In the future, Tesla’s AI6 chips will also be manufactured using Samsung’s 2nm process.
Some industry analysts believe that under the current background of TSMC facing tight production capacity and price pressure, which has caused dissatisfaction among some large customers, the existing structure of the semiconductor foundry market may change.If Samsung can successfully mass-produce next-generation advanced process products next year, it may establish its important position in the foundry market in the next five years.
