Group 1 - Samsung Electronics will deploy over 50,000 Nvidia graphics processing units [1] - The integration of artificial intelligence will enhance the semiconductor manufacturing process [1]

三星电子周五宣布计划与英伟达合作，打造一座全新的人工智能超级工厂。通过部署超过5万块英伟达GPU，加速下一代半导体、移动设备和机器人的研发和生产。三星表示将与英伟达合作开发HBM4和SOCAMM2技术。 https://t.co/GabwJO4GYi外汇交易员 (@myfxtrader):韩国总统办公室：韩国将在公共和私营部门部署超过26万块英伟达最新GPU。 ...

U.S. semiconductor leader Nvidia on Friday said it will supply more than 260,000 of its most advanced AI chips to South Korea's government and some of the country's biggest businesses, including Samsu... ...

Samsung Electronics said on Friday it is in "close discussion" to supply its next-generation high-bandwidth memory (HBM) chips, or HBM4, to Nvidia , as the South Korean chipmaker scrambles to catch up... ...

News Summary: SK Group and NVIDIA are deepening their partnership to advance SK hynix HBM and future memory solutions for NVIDIA GPUs, chip manufacturing and telecommunications.SK Group is building an NVIDIA AI factory featuring more than 50,000 NVIDIA GPUs.SK hynix is advancing chip manufacturing with NVIDIA CUDA-X technologies, including through the NVIDIA PhysicsNeMo framework, tapping AI physics to significantly accelerate technology computer-aided design simulation.SK hynix is developing semiconductor ...

Korea Government, Computing and Manufacturing Leaders Adding Over 260,000 NVIDIA GPUs for Physical and Agentic AI Korea AI Infrastructure Korea government, computing and manufacturing leaders are adding over 260,000 NVIDIA GPUs to expand the nation’s AI infrastructure and fuel innovation, industries and jobs. News Summary: The Korean government, through the Ministry of Science and ICT, is investing in sovereign AI infrastructure with over 50,000 of the latest NVIDIA GPUs to be deployed across the Nationa ...

News Summary: Hyundai Motor Group and NVIDIA will collaborate with the Korean government to develop Korea’s physical AI industry, including the establishment of an AI Application Center and AI Technology Center, while nurturing local AI talent to build a vibrant innovation ecosystem.Hyundai Motor Group is building an NVIDIA AI supercomputer to accelerate model training, validation and deployment for in-vehicle AI, autonomous driving, smart factories and robotics.Hyundai Motor Group is exploring using the NV ...

Jensen Huang, chief executive officer of Nvidia Corp., during the keynote address at the Nvidia GTC (GPU Technology Conference) in Washington, DC, US, on Tuesday, Oct. 28, 2025.Korean semiconductor giant Samsung said on Thursday that it plans to buy and deploy a cluster of 50,000 Nvidia graphic processing units to improve its chip manufacturing for mobile devices and robots.The 50,000 Nvidia GPUs will be used to create a facility Samsung is calling an "AI Megafactory." Samsung didn't provide details about w ...

New AI Factory With 50,000 NVIDIA GPUs to Accelerate Agentic and Physical AI Applications for Advanced Chip Manufacturing, Mobile Devices and Robotics NVIDIA and Samsung Samsung and NVIDIA are deepening their partnership to drive breakthrough innovations in next-generation semiconductors and custom solutions for foundry services, including manufacturing, AI and robotics. Samsung and NVIDIA are building on a deep partnership of more than 25 years to extend their semiconductor collaboration from next-gener ...

大公国际指出，展望未来，中国算力产业挑战与机遇并存：国产芯片需持续突破先进制程与生态壁垒； 绿色低碳目标需产业链共同努力达成；算力互联互通的标准统一与高效实施是构建全国一体化算力网的 关键；深化区域协同，最大化"东数西算"效益仍需探索；挖掘更广泛、更深层次的应用场景，释放算力 价值是永恒主题。中国算力产业已站在新的起点。随着政策持续深化、技术不断迭代、应用场景加速拓 展，算力基础设施将更加普惠、高效、绿色、智能，深度融入AI大模型发展浪潮，成为国家数字竞争 力的坚实底座和新质生产力跃升的核心动能，为数字中国建设和全球数字经济格局的重塑贡献关键力 量。 板块前期快速上涨后高位调整，部分资金获利止盈，短期波动加大。中长期来看，算力需求仍处于爆发 阶段，近期海外大厂资本开支动作密集，反映AI领域持续高景气，有望引领国内外大厂持续上修资本 开支。谷歌与Anthropic达成数百亿美元合作，为后者的AI模型训练与推理提供大规模算力支持；Oracle 收获OpenAI 5年3000亿美元的协议，并分别向英伟达和AMD采购GPU；OpenAI则合计与英伟达、 AMD、博通达成26GW数据中心部署协议，并与CoreWeave ...