How Samsung is Revolutionising the Memory Market in the AI Era

Leading the Future of AI: Samsung’s Innovations in Memory Technology

Global Leader in Memory Chips

The South Korean giant, Samsung is currently the leader in global memory chip production.

• High investments in innovation and production facilities

• Primary focus areas

• Cloud Computing

• HBM memory provided for AI data centers

• Required for AI services’ substantial computing power

• “The cloud is the core of AI services in the market at the moment,” JS Choi, Vice President, Memory, Samsung Semiconductor

Edge Devices

• More on-device memory for advanced AI usage

• New smartphones and Laptops come with 12GB, 16GB, or even 24 GB

• No performance issues when using ChatGPT

• Automotive

• High-performance memory needed for the rise in autonomous driving technology

• Module vendors’ future cars to have built-in servers GPUs and application processors with HBM memory

• Necessary for level 5 self-driving cars

Continuous Innovation

• 32 Gb DDR5 DRAM chip released

• 9th generation V-NAND introduced

• 42.2% market share in DRAM and 34% in NAND memory

• PIM memory developed for power-efficient AI usage

Production Capacities

• Despite the market dropping, the company continues to invest in larger production facilities

• Critical for the backing of rising HBM memory demand

• There is no opportunity without adequate production facilities to gain a truly competitive edge

New Business Models

• “Storage-as-a-service” larger storage capacity for a recurring business model

• Allows customers to back up their IT chain and allocate more means to computing power

Market Perspective

• Even though the market is unpredictable, the future of the AI market is bright, major clients, such as NVIDIA, AMD, Intel, Google, and Amazon

• All state that the AI era is to come

• Expect double-digit growth for DRAM and NAND modules throughout the year

• Doubtlessly reinforcing its position as the market leader, both concerning market share and technology.