Samsung Bet on GPU; Qualcomm sole source SOC for Samsung

Samsung Electronics’ semiconductor chip factory in Taylor, Texas, USA, reportedly will not be operational until 2026. The company had announced its plans to invest USD17B to set up this chip factory, but it had to invest more as construction costs and other overheads have increased compared to the company’s original plans. Samsung received USD6.4B worth of benefits from the US government under the US CHIPS and Science Act. This act aims to attract major chip designers and manufacturers to set up plants in the US and grow the local semiconductor chip design and manufacturing ecosystem. Samsung reportedly decided to increase its investment to USD25B for this plant. This plant will have a chip design and chip manufacturing sections. (Android Headlines, SamMobile, MySA)

Samsung Electronics has reportedly decided to invest in GPUs. The company’s key executives, including the board of directors, have reportedly decided on this investment. It is speculated that this investment will be used to beef up its IT infrastructure for AI processing. The company’s management committee resolved the “GPU investment case” in Mar 2023. This committee consists of JH Han (Vice President and Head of Samsung DX), TM Roh (President and Head of Samsung MX), HG Park (President and Head of Management Support Office), and JB Lee (President of Samsung Memory). (TrendForce…