Samsung Electro-Mechanics (SEMCO) is going to supply AMD, NVIDIA’s primary rival in the artificial intelligence (AI) chip market, with high-performance substrates for hyperscale data centres.
Kim Wontaek, Executive Vice President of the Strategic Marketing Center at Samsung Electro-Mechanics, confirmed the partnership.
The partnership between AMD and SEMCO to provide high-performance substrates for hyperscale data centre compute workloads was announced today.
Samsung Electro-Mechanics produces high-performance substrates for CPU and GPU applications.
Data centre substrates are ten times larger and have three times as many layers as those used in conventional computers, needing efficient power supply and guaranteed stability.
Samsung’s high-performance substrates are ideal for data centre applications because of their much larger area and greater number of layers.
According to market research firm Prismark, the market for semiconductor substrates is expected to expand from 15.2 trillion KRW to 20 trillion KRW in 2028, with an average annual growth rate of about 7%.
“We are honoured to be a strategic partner with AMD, a global leader in high-performance computing and AI semiconductor solutions.
“Our continued investment in advanced substrate solutions will provide key value to customers like AMD, addressing the evolving demands of data centres and other compute-intensive applications ranging from AI to automotive systems,” Wontaek commented.
Newsng gathered that to catch up with NVIDIA, the industry leader in AI semiconductors, AMD has recently raised its investments dramatically.
The company is aggressively implementing components like semiconductor substrates to increase data processing speeds and is fortifying its ability to broaden its array of CPUs and data centre GPUs.
Scott Aylor, Corporate VP of Global Operation Manufacturing Strategy at AMD, said: “At AMD, we are always pushing the edge of innovation to meet the performance and efficiency needs of our customers.
“Our leadership in chiplet technologies has enabled AMD to deliver leadership performance, efficiency, and flexibility across our CPU and data centre GPU portfolio.”
We earlier reported that AMD unveiled new AI processors to maintain its position as a market leader despite competition.