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Samsung Electronics and NVIDIA's AI semiconductor alliance evolves, with HBM4 supply on the horizon.

Google 우선 소스Published2025.11.03 10:33
Expanding AI Factory Infrastructure, Introducing Over 50,000 NVIDIA GPUs
Next-generation memory and foundry services, including GDDR7 and SOCAMM2

Samsung Electronics is expanding its AI factory infrastructure by introducing over 50,000 GPUs from NVIDIA, the world's largest AI semiconductor company, and its supply of HBM4 to NVIDIA is almost certain, strengthening collaboration between the two companies in the AI ecosystem.

Samsung Electronics announced on the 31st that it will build an industry-leading ‘Semiconductor AI Factory’ through strategic cooperation with NVIDIA, the world’s largest AI semiconductor company.

According to the announcement, Samsung Electronics plans to expand its AI factory infrastructure by introducing more than 50,000 Nvidia GPUs over the next several years.

This factory implements an "intelligent manufacturing platform" that enables real-time analysis, prediction, and control by applying AI to the entire process, from semiconductor design to manufacturing and quality control.

In particular, by building a virtual simulation environment utilizing NVIDIA's Omniverse-based digital twin technology, production efficiency and quality competitiveness will be dramatically enhanced.

Additionally, Samsung Electronics will further enhance its AI ecosystem technology by supplying next-generation memory and foundry services to NVIDIA, including HBM3E, HBM4, GDDR7, and SOCAMM2.

In particular, Samsung Electronics has HBM4 The company said it is in close discussions with Nvidia regarding supply.

Samsung Electronics' HBM4 uses 1c (10nm-class 6th generation) DRAM and 4nm logic process to achieve performance of over 11Gbps, exceeding the JEDEC standard.

This is a memory solution optimized for large-scale AI operations and is expected to make a key contribution to improving the performance of NVIDIA's AI platform.

Samsung Electronics is currently supplying HBM3E to global customers and has completed shipment of HBM4 samples to all customers. The company is also proactively investing in facilities to meet rapidly increasing demand.

Samsung Electronics' AI Factory goes beyond simple manufacturing innovation to drive qualitative growth in the national manufacturing ecosystem.

We are expanding collaboration with domestic fabless, materials, equipment, and EDA companies, and are also implementing the "Smart Factory 3.0" project to enhance the manufacturing competitiveness of small and medium-sized enterprises. By leveraging AI and data technologies to transform existing factories into intelligent smart factories, we are accelerating the digital transformation of industries across the board.

Samsung Electronics is building advanced AI models using the NVIDIA GPU-based Megatron framework, demonstrating superior performance in real-time translation, multilingual conversation, and intelligent summarization.

Additionally, the RTX PRO 6000 Blackwell Server Edition platform is being used to enhance the autonomous technology of humanoid robots, and AI inference and safety control technology is also being strengthened through the Jetson Thor platform.

In particular, we are signing an MoU with domestic industry, academia, and research institutions to develop next-generation intelligent base station (AI-RAN) technology, and are also building a communications infrastructure to implement physical AI-based services.

Samsung Electronics has maintained a technological partnership with NVIDIA for over 25 years, beginning with the supply of DRAM for NVIDIA graphics cards. This "Semiconductor AI Factory" project is a symbolic culmination of that collaboration, evolving into an AI semiconductor alliance that will drive a paradigm shift in the global manufacturing industry.

Samsung Electronics plans to expand its AI factory infrastructure to overseas production bases, including Taylor, USA, in the future, thereby completing the intelligence and efficiency of its global supply chain.
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