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三星投资了两家芯片公司
半导体行业观察· 2025-08-04 01:23
Group 1 - Samsung Electronics has made a strategic investment in Israeli startup Teramount Ltd. to secure critical high-speed data transmission technology for next-generation semiconductor packaging [2] - The investment is part of Samsung's broader push for optical interconnect technology, which is seen as a key driver in the AI era [2] - Teramount is known for its technology that integrates optical fibers directly with semiconductor chips, allowing for ultra-fast data exchange using optical signals [2][3] Group 2 - Samsung's Catalyst Fund participated in Teramount's $50 million Series A funding round, alongside other investors like AMD Ventures and Hitachi Ventures [2] - The flagship technology of Teramount, the optical plug or universal optical coupler, offers higher precision and scalability compared to traditional methods, supporting ultra-high bandwidth and improved energy efficiency [2] - This technology is crucial for large-scale computing environments such as data centers, AI workloads, high-performance computing (HPC), and next-generation communications (5G/6G) [2] Group 3 - Korean AI chip startup Rebellions has received funding from Samsung and plans to raise up to $200 million before going public [4] - Rebellions aims to position itself as a strong competitor to Nvidia in the AI chip market, having merged with another startup, Sapeon [4][5] - The company has raised $220 million since its inception in 2020, with a current valuation of $1 billion [5] Group 4 - Rebellions is working on its second-generation chip, Rebel, which is set to be launched later this year, and Samsung will handle its mass production [6] - The funding will be partially used for product development, and Rebellions is currently testing its chips [6] - Samsung's investment in Rebellions is partly due to the promising performance of the chip so far, which is being manufactured using Samsung's advanced 4nm process technology [6] Group 5 - If Rebellions successfully finds a large customer base, it could significantly benefit Samsung's foundry business, which currently lags behind TSMC in market share [7] - Samsung recently signed a $16.5 billion semiconductor supply contract with Tesla, indicating its efforts to enhance its chip manufacturing division [7]