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Samsung Electronics has announced that, within three years, 66% of its foundry revenue will come from AI and high-performance computing (HPC) chips. Along with a dramatic shift in focus from smartphones to AI, we take a look at Samsung Foundry’s future strategy, including its mass production roadmap—featuring third-generation 2-nanometer technology in 2028 and 1.4-nanometer technology in 2029—as well as plans to begin operations at the Taylor plant.

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00:00Samsung Electronics expects that in three years, it will generate 66% of its foundry,
00:05outsourcing revenue from AI and chips used for supercomputers.
00:09In 2017, it was 5%, and today, it is 28%.
00:13This is what Noh Mi-jung, vice president of Samsung Electronics' foundry business, said
00:18today at the Korea Premium Week.
00:20These kinds of chips are called high-performance computing HPC chips,
00:24and they're used to train and operate large-scale artificial intelligence.
00:28Until now, we've focused on making smartphone-type chips.
00:31They also said that the number of customers has grown to about three times what it was
00:35when they became independent in 2017, and is expected to be about four times by 2029.
00:42The technology roadmap targets mass.
00:44Production of the 1.4-meter process in 2029,
00:48after mass-producing the Thuny-Milmer's third-generation process in February 2028,
00:53the U.S. Taylor Phase I plant, will begin initial operations toward the end of this year,
00:58with a target of mass production in 2030.

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