Key insights
- Samsung's chip chief met with Nvidia's CEO to discuss next-generation foundry cooperation, including advanced HBM chips. This collaboration on AI and autonomous driving chips signals potential advancements in semiconductor technology, which could benefit Nvidia's product roadmap and Samsung's foundry business. The discussions suggest a deepening partnership that may influence future supply chains and competitive dynamics in the AI chip market.
SEOUL, June 8 (Reuters) - Samsung Electronics’ co-CEO and head of its chip division, Jun Young-hyun, said on Monday he discussed cooperation in next-generation foundry chips with Nvidia CEO Jensen Huang during a meeting in Seoul.
Jun said Samsung and Nvidia are currently collaborating on autonomous driving chips and Groq AI accelerator chips, and also discussed cooperation on future generations of semiconductor products. He added that the two companies had extensive discussions on long-term cooperation, including in high-bandwidth memory (HBM) 4E and HBM5 chips.
In March, Huang unveiled Nvidia’s new AI inference processor based on technology from chip startup Groq, adding that Samsung would manufacture Groq’s LP30 chips, which are scheduled to be shipped in the second half of this year.
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