According to South Korean media, Samsung will increase its cooperation with Intel. The mediator is US President Biden. He was in South Korea last week and visited a Samsung plant. On Monday, the boss of Samsung met with Intel’s CEO.
According to the company Samsung Electronics Vice Chair and de facto boss Lee Jaeyong met with Intel CEO Pat Gelsinger in order to discuss the possibility of a partnership between the two companies. Although exact details are still unknown, there are high expectations about whether collaboration in this highly competitive market for semiconductors is possible. After visiting one of Samsung’s most advanced factories in Pyeongtaek, the US President Biden suggested possible bilateral cooperation.
The Korea Herald Numerous high-ranking executives were involved in the discussions, including those from Samsung’s memory and Intel’s CPU divisions. TheKoreaTimes mentions the possibility of collaborations in next-generation memory, factory-free manufacturing and systems semiconductors as a starting point.
Both are giants in wood-cutting
With annual sales of around $80 billion, Intel and Samsung are the top two semiconductor companies. They are under threat in certain sub-areas or they were not present before now. Samsung is being challenged by new technologies and rapid adaption, such as at Micron. It is also fighting for the supremacy TSMC through its own production and the Foundry. The manufacturing issues of Intel in recent years have affected almost all areas, particularly processors. Unfortunately, the foundry business was unable to recover from its failures a few years back.
Both companies have made huge investments to ensure they are ahead. Both companies benefit from each other’s success: Intel’s processors and other products can’t run without Samsung’s memory chip, and vice versa. Collaboration should begin here, as DDR5X and LPDDR5X still have a long way to go, but LPDDR6X, DDR6X, and DDR6X are already in development.