[비즈니스포스트] Kyeong-Hyun Kye, CEO and head of DS division of Samsung Electronics, met Sam Altman, CEO of OpenAI, known as the ‘father of ChatGPT’, in Korea on the 26th to discuss ways to cooperate in AI semiconductors.
As OpenAI seeks to reduce its dependence on Nvidia, which almost monopolizes global AI semiconductors, it seems likely that it will cooperate with Samsung Electronics, an integrated semiconductor company (IDC), in the field of semi- AI conductors.
I met Kyeong-hyeon Kye, should we join hands with Samsung AI Semiconductor instead of NVIDIA?” height=”150″ src=”width=”300″ /> ▲ Kyeong-hyeon Kye, CEO and head of DS division Samsung Electronics (pictured) held a meeting at Samsung Electronics’ Pyeongtaek Campus on the 26th. We met with the CEO of Open AI Altman and discussed ways to cooperate in AI semiconductors.
According to the semiconductor industry on the 26th, Samsung Electronics President Gye Kye-hyun and CEO Altman met at Samsung Electronics’ Pyeongtaek Campus this morning and held a meeting.
Lee Jeong-bae, president of the memory division of Samsung Electronics, Yong-in Park, president of the system LSI division, and Choi Si-young, president of the foundry division, also attended the event.
CEO Sam Altman visited Samsung Electronics for collaboration regarding the development of its own AI semiconductor.
Open AI, which developed the GPT generative AI conversation, has been completely dependent on NVIDIA for AI semiconductors. About 10,000 Nvidia A100 graphics processing units (GPUs) were used in the development of GPT-4, a large-scale language model (LLM) published by OpenAI in February 2023.
The problem is that as the number of companies wanting NVIDIA GPUs increases, prices rise sharply and it becomes difficult to obtain the desired quantity. For this reason, OpenAI began investing in various semiconductor startups while promoting the development of its own semiconductor AI at the same time.
Samsung Electronics is considered an attractive candidate for cooperation in the development and production of Open AI semiconductors.
This is because it is the only company that can offer a ‘comprehensive semiconductor solution’, including high bandwidth memory (HBM) used in AI semiconductors, AI chip design, and foundry (semiconductor load production) .
HBM can provide SK Hynix, and foundry can provide TSMC, but Samsung Electronics has the advantage of providing all these together, thereby increasing process efficiency and lowering unit costs as much as possible. The Pyeongtaek campus that CEO Sam Altman visited on this day has HBM production lines and a foundry.
Kim Dong-won, a researcher at KB Securities, said, “Samsung Electronics is the only company that has memory, foundry and set businesses at the same time, and its competitive advantage in turnkey AI solutions will be highlighted in 2 to 3 years. when generative AI becomes popular.” “We may have an advantage over TSMC by strengthening turnkey ecosystems and synergies,” he predicted.
I met Kyeong-hyeon Kye, should we join hands with Samsung AI Semiconductor instead of Nvidia?” height=”150″ src=” width=”300″ /> ▲ Sam Altman, CEO of OpenAI.
There is also room for Samsung Electronics to help with open AI in AI semiconductor design.
Samsung Electronics is looking for new opportunities in the AI semiconductor design market by teaming up with companies that need customized and jointly developed AI semiconductors.
On December 19, 2023, Samsung Electronics unveiled the AI semiconductor it developed over a year with Naver, explaining that the new product has the same performance as NVIDIA’s current AI semiconductor, while being more than 8 times larger power efficient.
In addition, the company recently strengthened its AI semiconductor design workforce by recruiting senior developer Dong-hyuk Woo, known as the initial designer of Google’s own AI semiconductor tensor processing unit (TPU) platform, as vice president.
Samsung Electronics is also expected to consider participating in Open AI’s investor recruitment process for AI semiconductor production.
Developing AI semiconductors requires significant time and resources. To this end, OpenAI is known to be trying to attract large-scale investment from AI companies such as G42 of the United Arab Emirates (UAE) and Softbank Group of Japan.
“Altman is raising billions of dollars to build a manufacturing network, with semiconductor manufacturers as potential partners,” Bloomberg reported. Reporter Na Byeong-hyeon
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