samsung electronics named a new head The company announced its semiconductor business on Tuesday as it aims to lead the AI chip race.
Yong Hyun-jun will succeed Kye-hyun Kyung, who will be responsible for the Future Business Division and Samsung Advanced Technology University, which will focus on finding new growth opportunities.
Samsung Electronics said the company aims to “strengthen its competitiveness in an uncertain global business environment” and added that Jun has extensive experience leading the company’s memory and battery manufacturing divisions. He added that there is.
To ride the AI wave, Samsung is in fierce competition with SK Hynix to produce the most advanced memory chips on the market.The memory chip market is currently dominated by Samsung, SK Hynix, and micron — Top 3 suppliers in the world.
SK Hynix has been a leader in high-bandwidth memory as the sole supplier of HBM3 chips. Nvidiais a company at the cutting edge of AI chips. Nvidia is also reportedly considering Samsung as a supplier.
“We expect competition for high-bandwidth memory to intensify in 2025. For the HBM3 generation, SK Hynix is Nvidia’s exclusive supplier, and there was a technology gap of several quarters between SK Hynix and Samsung. I’m thinking about it,” Kazunori Ito said. Morningstar’s director of equity research said in a report 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 will also be the first in the industry to start mass production, with mass production expected to begin within the second quarter. That’s what I’m aiming for. We will ship samples of the latest chips.
”[This suggests] Samsung is rapidly filling gaps in its technology roadmap. “As a result, all three major suppliers will be able to ship his HBM3E to Nvidia, and we expect price competition to intensify,” Ito said.