DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Compute, Storage & Networking Channel, Samsung
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Dutch AI chip startup Euclyd raises $231 million in funding round co-led by Samsung
Former ASML CEO Peter Wennink has also joined as chairman of the board
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Samsung working with OpenAI on next-generation chips - report
Building on memory deal signed last year
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TSMC and Samsung commit to adopting ASML’s High NA EUV lithography tools by 2030
Companies will also be joined by Intel for 12-inch photomask industry initiative
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Samsung SDS launches NPU-as-a-Service offering with FuriosaAI chips in South Korea
Will be powered by FuriosaAI's RNGD AI chip
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Samsung's quarterly profit up 1,814% on last year, cites ongoing demand for memory
Company says its memory business set “an all-time high for quarterly revenue and operating profit” in Q2
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Samsung and Broadcom announce plans to collaborate across memory, foundry, and packaging technologies
Companies estimate the partnership will be worth more than $200bn by end of decade
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Samsung forecasts YoY profit increase of 1,800% as company posts preliminary Q2 results
Samsung says it has more than doubled its quarterly sales from the previous year
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Samsung and SK Hynix in discussions with South Korean government about future chip investments – report
Government official said announcement regarding new chip cluster expected soon
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Synopsys extends partnership with Samsung Foundry to support AI and multi-die chip designs
Companies claim new initiatives will allow designs to come to market quicker and with improved quality
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More than 30,000 Samsung workers take to the streets to demand greater share of AI profits
The rally foreshadows 18 days of planned strike action set to take place in May
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Samsung Electronics to invest $4bn in chip packaging fab in Vietnam – report
Facility will be developed across multiple phases in northern Vietnam
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Samsung Electronics workers in South Korea vote in favor of strike action in May
Walkout comes almost two years after union carried out first-ever strike in company’s history
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Samsung and AMD sign MoU for AI memory collaboration and foundry partnership
Agreement with see Samsung supply AMD with HBM4 and DDR5 RAM for its forthcoming GPUs and CPUs
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ByteDance in talks with Samsung for production of 350,000 AI inferencing chips – report
Chinese tech company expecting to receive sample chips by end of March
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Samsung and SK Hynix post record profits but warn memory chip shortages will likely persist into 2027
Consumer electronics customers already having to readjust purchase orders
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Samsung and SK Hynix to scale up memory production capacity in 2026 to meet AI demand
Announcements come as industry continues to grapple with hardware shortage
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Samsung and Hyundai announce domestic investments in AI just as South Korea finalizes tariff deal with the US
Seems to repackage previous announcements
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Elon Musk says Tesla will "probably" have to build “gigantic chip fab" and might “do something with Intel”
Comments made as shareholders in EV company approve $1 trillion pay package for Musk
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Nvidia to deploy more than 250,000 GPUs across South Korea, with Samsung, SK Group, and Hyundai all announcing AI factories
Government will also establish a National AI Computing Center
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Elon Musk proposes using “bored” Tesla cars as mobile inferencing fleet
The CEO also revealed that production of company’s AI5 chips would be split between Samsung and TSMC
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AI chip company Groq raises $750m at $6.9bn valuation
Round was led by investment firm Disruptive
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US gov’t explores equity stakes in Intel and others to receive CHIPS Act funds
Commerce secretary says any such agreement would not see the government interfere with running of companies
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Intel ex-CEO states 10-point plan to save the firm - report
Craig Barrett gives piece of his mind on saving embattled chipmaker
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Apple to invest $600bn under its American Manufacturing Program to support US production and secure domestic chip supply chain
Company expanding partnerships with Apple suppliers including Amkor, GlobalFoundries, and TSMC
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Samsung Electronics signs $16.5bn deal with Tesla to manufacture AI6 chips at Taylor, Texas fab
Eight-year deal was confirmed by Tesla CEO Elon Musk on X
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US considers targeting Samsung, SK Hynix, TSMC operations in China - report
Shares slide on news of potential move
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Samsung posts record-breaking annual revenue but forecasts “limited” Q1 ‘25 earnings due to weakness in semiconductor business
Second-highest annual revenue ever recorded by the company
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Samsung Q4 2024 results fall short of expectations, despite record-breaking memory sales
Comes as Nvidia CEO Jensen Huang says Samsung has struggled to develop HBM chips for AI