Semiconductor News 20260610

Today’s semiconductor news vividly highlights the rapid expansion of AI infrastructure and the accompanying strategic alliances among major players. In particular, with NVIDIA CEO Jensen Huang’s visit to Korea, Samsung Electronics and SK Group are each deepening their collaboration with NVIDIA, accelerating comprehensive partnerships ranging from HBM4 to next-generation HBM5, as well as AI factory construction and foundry contract manufacturing Intel Foundry is also working with Google to develop a new product line for the HBM4 and HBM5. Competition in the foundry market is also intensifying, with Intel Foundry reportedly receiving an order from Google to manufacture 3 million TPUs, and Samsung’s 2nm process orders expected to grow 130 percent year over year. Meanwhile, the entire supply chain is facing an urgent need to adjust the supply-demand balance, as AMD warns that the tight supply of DDR5 memory due to AI demand will continue until 2028. The semiconductor industry is transforming at an unprecedented speed to build the infrastructure for the AI era, as DXing of manufacturing sites is also underway, including the promotion of physical AI through the strategic alliance between Hitachi and Intel.

Main News

1. Samsung and NVIDIA Deepen Relationship with Expanded Talks on HBM5 and Next-Generation Groq Chips Next Year
   Samsung Electronics executives and NVIDIA CEO Jensen Huang met to discuss enhanced cooperation in HBM memory and foundry services. In particular, the focus is on next-generation HBM5 supply and contract manufacturing of Groq, an AI inference chip, and the two companies expect their alliance to evolve into a broad strategic partnership that goes beyond traditional memory supply.
2. NVIDIA and SK Group Announce Technology Alliance for Joint Development of Next-Generation AI Infrastructure; AI Factory to be Operational in Korea by 2027
   NVIDIA and SK Group have announced a technology alliance for the joint development of next-generation AI factory architecture, combining SK Telecom’s digital twin technology and SK Hynix’s memory technology and SK Telecom’s digital twin technology, to operate an efficient and highly scalable AI factory in Korea by 2027. The two companies will cooperate in comprehensive research ranging from accelerator to data center operations.
3. Synopsys and Samsung Foundry Expand AI-Driven Design Collaboration for Advanced 2nm and Multi-Die Systems
   Synopsys and Samsung Foundry have expanded the scope of their AI-driven design platform collaboration. By optimizing Synopsys’ AI-driven EDA tools, especially for advanced 2nm process and complex multi-die system designs, the two companies aim to shorten design time and improve yields, providing strong support for customers’ next-generation semiconductor development.
4. AMD Warns DDR5 Prices Won’t Normalize Until 2028 as AI Boom Puts Pressure on Consumer Memory Supply
   AMD executives predicted that consumer DDR5 memory supply shortages and price spikes will continue for about the next two years due to surging demand for AI servers. They expect the market to normalize around 2028, raising concerns that the AI boom will have a long-term impact on memory procurement costs for the PC market.
5. Hitachi and Intel Strategic Collaboration to Accelerate AX Expand Collaboration to Physical AI, Quantum, and Semiconductor Manufacturing
   Hitachi, Ltd. and Intel Corporation announced a strategic alliance to accelerate AI transformation (AX) in the manufacturing and energy sectors. The two companies will collaborate in five key areas, including data integration of semiconductor manufacturing equipment, quantum computing, and edge AI, to jointly promote the construction of next-generation industrial infrastructure that integrates IT and OT.
6. Intel Foundry Gains Momentum as Google Orders 3 Million TPUs (Reportedly) NVIDIA Considers 18A for Multi-Die GPUs
   Intel Foundry has reportedly received an order from Google to manufacture 3 million TPUs by 2028. NVIDIA is also considering adopting Intel’s 18A process, and Intel is rapidly increasing its presence in the foundry market by proving its manufacturing capabilities in the most advanced processes.
7. Linux Developers Leverage AI Vibe Coding to Keep Vintage AMD GPUs Alive
   Developers in the Linux community leveraged AI-assisted tools such as GitHub Copilot to code R600 drivers for older AMD GPUs (HD 2000 to 6000 series) AI assistance has dramatically improved the efficiency of legacy hardware maintenance, extending the life of older devices.
8. Samsung Expands Beyond HBM to Full Contract Manufacturing of Automated Driving and Groq Chips in Response to Cooperation with NVIDIA
   In its cooperation with NVIDIA, Samsung Electronics is expanding its domain beyond the supply of HBM memory to contract manufacturing of chips for automated driving and AI inference chips for Groq. By diversifying its foundry business portfolio, Samsung Electronics seeks to establish itself as NVIDIA’s primary manufacturing partner in the AI market.
9. 2nm Orders Increase 130 Percent; Samsung’s Foundry Profit Rebound to be Realized in Q3 2026
   Orders for 2nm processes are expected to increase 130 percent year over year in Samsung Electronics’ foundry business. This increase in orders is expected to improve the profitability of the long-struggling foundry division, leading market participants to predict a rebound in profits and a return to profitability in the third quarter of 2026.
10. Samsung has already shipped HBM4 for Vera Rubin and is further negotiating with Nvidia for HBM5 and next-generation foundry
    Samsung Electronics has reportedly begun shipping HBM4 for NVIDIA’s next-generation AI platform, Vera Rubin. In addition, the company is in ongoing negotiations with NVIDIA regarding the supply of HBM5, the generation beyond that, and cooperation in next-generation foundry manufacturing, and is in a hurry to secure leadership in the supply chain.

News List (240 items)

This article is delivered every morning by an automatic collection and AI generation system. Number of collected articles : 240 | Update date : 20260610

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