LX SEMicon is a fabal factory company owned by LX Group. LX Group was part of the LG Group. It is currently considering the production of the next -generation display drive IC (DDI) to SamsungelectronicOEM semiconductor contract manufacturing department.The cooperation between Samsung and LX is expected to have a positive impact on the domestic semiconductor ecosystem in South Korea and diversify the supply chain.
    According to industry sources on July 2, LX Semicon has chosen Samsung Electronics as its foundry partners to be responsible for the development and mass production of the next -generation chip.LX SEMicon is one of the representative of the South Korean Worseless Factory Company, which mainly produces controlsmart phoneAnd TV display pixel DDI.Its main customers include LG Display and Chinese manufacturers such as BOE and Huaxing Optoelectronics.Recently, the company has been expanding business scope, including power semiconductors for display and vehicles for vehiclesMicrocontrollerUnit (MCU), at the same time, adds a higher unit price of organic glowingdiode(OLED) product ratio.
    LX Semicon only develops chips and entrusts production to founders, making it one of the participants in the foundry industry, with an annual expenditure of more than 1 trillion won.So far, the production of high -end products has been outsourced to TSMC, and low -end products are produced by SK Hynix System IC.It does not have any business exchanges with Samsung Electronic OEMs, and is considered to be due to the LG Group, until May 2021 spin -off.
    LX Semicon began cooperating with Samsung earlier this year.One of Samsung's subsidiaries Scenic Display is a company that initiated this partnership.Earlier this year, Samsung Display and LX Semicon decided to jointly develop the DDI required for the next -generation smartphone OLED panel.
    In addition to DDI, LX Semicon and Samsung Electronic OEM are expected to continue to cooperate in various next -generation chips.This is considered to be of great significance to strengthening the domestic semiconductor ecosystem.It created a virtuous circle, that is, the next -generation display chip developed by the South Korean Worker Factory Company was large -scale produced and supplied to South Korean display companies by South Korean foundry companies.
     Korean groups engaged in chips, it has become a trend
    According to reports, South Korea hopes to become a key participant to meet the world's new demand for the next generation of artificial intelligence chips. Near, their government will also implement some funds.The country's Department of Science and Information and Communication said that from now to 2030, South Korea will allocate $ 642.5 million to invest in companies with advanced artificial intelligence chips.This investment will involve projects such as building new data centers, cooperating with artificial intelligence chip startups and cloud service providers.
    This message involves several notable trends in the current technology industry.First, the current OpenAI/ChatGPT boom: The progress of the generation AI foreshadows the future, AI can create a new wave of services and make the existing process more efficient. Therefore-In considering how this play a role for them.However, all artificial intelligence data processing requires huge processing capabilities: this means the opportunity and needs of better chips and architecture to run these services more effectively, and then competition between the company and the country to meet this to satisfy thisOne needs.
    In addition, there are Korean macroeconomic potential.In the next few years, what role will China play in the field of hardware and advanced technology, there has always been a lingering question mark -this not only has geopolitical significance, but also has economic impact -it has stimulated the research and development and ambitions of more countriesEssenceCompletion and even better competition in the technology industry and China.In fact, South Korea's efforts are not alone -Japan, India, the United States and other countries are also exploring how to do more in advanced chip competitions.The advantage of South Korea is that it is already a behemoth: it is not only the location of several iconic mobile brands and services, but also the main parts supplier of more participants.
    Today's announcement is part of the country's larger digital strategic plan.The government's digital strategy budget was announced in September 2022 and bet on six main technologies -artificial intelligence, artificial intelligence semiconductors, 5G and 6G communication, quantum, Yuan universe and network security.Artificial intelligence is an important part of this vision: Seoul reserved about $ 795.3 billion (1.02 trillion won) for artificial intelligence semiconductor at that time, and reserved 235.3 million US dollars (2022 to 2026 for the next generation of artificial intelligence (301.8 billion won).
    As a project, Seoul will hire artificial intelligence chip manufacturers and Yun Company to build two data centers in April, called neurotropic unit (NPU) farm. These data centers will use only domestic artificial intelligence chipsEssenceThe announcement shows that these two data centers are expected to open in 2024.
    According to people familiar with the matter, the three major Korean artificial intelligence chip manufacturers -Rebellions, Sapeon & Nbsp; Korea and Furiosaai -will be as Naver Cloud, & NBSP; KT Cloud, & Nbsp; Kakao C One of the cloud companies such as LOUD and NHN CloudCooperate to participate in the data center bidding.As well as
A spokesperson for     Rebellions, Furiosa AI and Sapeon KOREA confirmed that they planned to bid data centers but did not provide more details.
    We don't know which cloud companies will cooperate with which artificial intelligence chip manufacturers, but Rebellions has received support from the Korean telecommunications company KT and Temasek's Pavilion Capital; Furiosa AI has received Naver.The subsidiary of the Korean telecommunications giant SK Telecom has raised funds from SK Hynix, SK Telecom and SK Square. It has provided NHN Cloud with the first artificial intelligence chip X220, which was manufactured by TSMC and launched in 2020.
    Rebellions and Furiosa AI have not yet invested mass production.According to industry insiders, both companies plan to commercialize their products next year.Rebellions strategically announced the launch of an artificial intelligence (AI) chip called Atom earlier this week, which is made by Samsung and used for data centers, chat robots AI, and computer vision.
    Furiosa AI will also launch an artificial intelligence chip used to chat with artificial intelligence applications for chat robots, and plans to commercialize the second artificial intelligence chip next quarter.
    In addition to the bidding of data centers, the striking strategic transaction in the AI chip industry is a cooperation between two American technology companies Samsung and Naver. The two companies will jointly develop AI chips.

    South Korea's goal is to develop as many as 50 artificial intelligence chips, focusing on system semiconductors.It believes that it will have the potential to occupy 20%of the global AI chip market by 2030.According to the report of Allied Research, by 2031, the global AI chip market is expected to reach US $ 263.6 billion, an increase of 37.1%over US $ 11.2 billion in 2021.