Samsung successfully persuaded customers to use new AI chips, taking away NVIDIA's market share

Samsung recently signed a contract to supply its Mach-1 AI chip to Korea's largest social networking platform.

Specifically, Samsung has reached an agreement worth 1 trillion won (equivalent to 750 million USD) with Naver, Korea's largest social network, to provide the Mach-1 AI chip at a more competitive price than other competitors. NVIDIA's AI chip products.

Picture 1 of Samsung successfully persuaded customers to use new AI chips, taking away NVIDIA's market share

The AI ​​Mach-1 chip is an AI accelerator in the form of an SoC that combines Samsung's proprietary processor and low-power DRAM chip to minimize the bottleneck between the GPU and HBM (High Bandwidth Memory). ), and helps reduce power consumption to only 1/10 of NVIDIA's AI GPU.

The quantity and official selling price of the Mach-1 AI chip are still being researched by Samsung. However, according to The Korea Economic Daily, Samsung plans to price each AI chip at about 3,756 USD. The first order is expected to range from 150,000 to 200,000 products.

Naver plans to use the Mach-1 AI chip for the servers of the Naver Place AI map service, replacing the NVIDIA chips currently used. According to The Korea Economic Daily, Naver may order more Mach-1 AI chips if the first order works as well as expected.

The cooperation between Naver and Samsung marks a turning point in the field of AI chips in Korea. It shows the great potential of the Mach-1 AI chip and affirms Samsung's leading position in the technology field.

In addition, it also demonstrates the effective combination between leading businesses in the fields of technology and social networks, towards the common goal of developing a strong and autonomous AI ecosystem.

Update 01 April 2024
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