Samsung is the world’s largest memory chip maker.
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Samsung Electronics Appoint new person in charge On Tuesday, the company will unveil its semiconductor business as it seeks to lead the race for artificial intelligence chips.
Young Hyun Jun will succeed Kyehyun Kyung, who will now lead the Future Business Unit, which focuses on identifying new growth opportunities as well as the Samsung Advanced Technology Academy.
Samsung Electronics said the company aims to “enhance competitiveness in an uncertain global business environment,” adding that Jun has extensive experience leading the company’s memory and battery manufacturing divisions.
Samsung and SK Hynix are in fierce competition to get the most advanced memory chips on the market to ride the wave of artificial intelligence.The memory chip market is currently dominated by Samsung, SK Hynix and Micron ——Top three suppliers in the world.
SK Hynix has always been a leader in the field of high-bandwidth memory and is the only supplier of HBM3 chips. Nvidia, at the forefront of AI chips. Nvidia is also reportedly considering Samsung as a supplier.
Kazunori Ito said: “We expect competition in high-bandwidth memory to intensify in 2025. For the HBM3 generation, SK Hynix is Nvidia’s exclusive supplier, and we believe there is a technology gap of several quarters between SK Hynix and Samsung.” said Morningstar’s director of equity research in a note earlier this month.
SK Hynix plans to start mass production of the latest generation high-bandwidth memory chip 12-layer HBM3E in the third quarter, and Samsung Electronics also plans to start mass production in the second quarter, becoming the first company in the industry to mass-produce. .
“(This shows) that Samsung is rapidly closing the gap on its technology roadmap. Therefore, we expect that all three major suppliers will be able to supply HBM3E to Nvidia, thereby intensifying price competition,” Ito said.
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