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[SITUATION] · [QUIET] · [TECHNOLOGY]

2 clusters · 4 sources · 20 days · First seen · Last updated

South Korean semiconductor production expansion

Overview

The South Korean semiconductor sector is expanding capacity and production capabilities to meet rising demand for AI infrastructure.

Semifive has commenced mass production of ‘Bertha’, a data center AI inference accelerator developed for HyperAccel. This production utilizes Samsung Electronics’ 4nm foundry process, marking a significant milestone for the company in managing large-scale ‘Big Die’ products. Semifive reported a substantial increase in orders, with first-half totals reaching approximately 42.3 billion won.

Concurrently, Samsung Electronics is accelerating the construction of its Pyeongtaek 5 (P5) semiconductor campus. The company is negotiating with equipment suppliers to advance installation timelines for the P5 Ph1 line, which is intended to focus on DRAM and High Bandwidth Memory (HBM) production. This strategic move aims to address a global shortage of high-performance memory components driven by increased orders for AI-related hardware.

Entities

Samsung Electronics · SEMIFIVE · Bertha · Pyeongtaek 5 Campus · HyperAccel

Timeline

  1. [TECHNOLOGY] 3 sources
    Samsung Electronics accelerates P5 semiconductor plant construction

    Samsung Electronics is accelerating construction at its Pyeongtaek 5 semiconductor campus to meet surging AI demand for HBM and DRAM, aiming to move equipment installation up to early 2027.

  2. [TECHNOLOGY] 2 sources
    Semifive begins mass production of AI inference accelerator using Samsung 4nm process

    Semifive has started mass-producing HyperAccel’s ‘Bertha’ AI inference accelerator using Samsung’s 4nm process, marking a major milestone in large-scale ‘Big Die’ chip production.

Sources

biz.heraldcorp.com · cnmo.com · news.cnyes.com · zdnet.co.kr