Samsung to Launch Mach-1 and Enter AI Market, Aiming to Challenge NVIDIA

2024-03-26

Samsung plans to launch a new product called Mach-1 to enter the AI market. The company announced its ambitious plan to compete with industry giants such as NVIDIA. However, we still need to wait and see if these plans will come to fruition. Samsung expects Mach-1 to be released in 2025, which may create competition with NVIDIA's recently announced Blackwell platform. According to reports, Samsung not only intends to dip its toes in the AI market but also aims to become a leading supplier in the AI hardware field. As a company that manufactures both chips and memory, Samsung has a unique advantage and hopes to leverage this to surpass its biggest Korean competitor, SK Hynix. The company has expressed its plans to establish an Artificial General Intelligence (AGI) lab to assist in the launch of its first AI chip, Mach-1. Currently, detailed information about this chip is quite vague, but one of Samsung's goals is to reduce the bottleneck between the GPU and the adjacent memory stack. Samsung states that these GPU and memory bottlenecks decrease performance and consume excessive energy. Their solution involves several new algorithms that are said to improve power efficiency by up to 8 times. Samsung claims that this significant efficiency improvement will allow AI chips to use low-power memory instead of the currently required high-bandwidth memory (HBM), which consumes more power. Samsung expects the prototype of its new Mach-1 system to be ready by the end of 2024, leading to its deployment in early 2025. The company has already received orders for Mach-1 chips from a Korean company that is trying to move away from NVIDIA hardware, as NVIDIA hardware is currently expensive and difficult to obtain.