South Korean Chipmakers Samsung and Rebellions: The New Contenders in the AI Chip Market Against NVIDIA

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Samsung and Rebellions, two chip producing companies from South Korea, aim to compete with NVIDIA

Samsung and Rebellions, two prominent South Korean chip production firms, are gearing up to challenge NVIDIA and its H100 AI GPU. Rebellions is setting itself up as the leading South Korean competitor to NVIDIA in the field of AI inference.

Rebellions semiconductors, a South Korean start-up, and their AI chips, signify the newest advancement in neural processing units (NPUs), specifically designed for AI models that can handle up to 7 billion parameters.

Rebellions aims to shake up the AI chip market with its innovative technology as it undergoes intensive trials against industry giant NVIDIA's A100 graphics processing units (GPUs).

The core innovation of Rebellions is the Atom NPU, carefully designed to perform matrix operations simultaneously, a vital benefit in the field of deep learning AI techniques.

Under the leadership of CEO and co-founder Park Sung-hyun, Rebellions has established itself as South Korea's leading competitor to NVIDIA in the field of AI inference, a crucial process in real-time data analysis and forecasting.

In a recent conversation with The Korea Times, Park disclosed Atom's large-scale production strategies, which will utilize Samsung Electronics' advanced 5-nanometer technology. This represents a crucial turning point for South Korea's chip industry. Atom stands out as the first locally developed and mass-produced chip designed specifically to assist language models, highlighting Rebellions' expertise in AI innovation.

Park claims that Atom surpasses NVIDIA's GPUs in AI inference, with an energy efficiency that is up to five times higher. In a language model inference benchmark exam, it was revealed that Atom's delay was only half as much as NVIDIA's A2, highlighting its better performance standards. Importantly, Atom's requirements for cooling are considerably less than those of NVIDIA's chips, resulting in lower running costs and energy use.

The growing need for AI chips has thrust South Korea into prominence as a crucial contributor to semiconductor advancements. Supported by major corporations like Samsung, telecommunications titan KT, and internet juggernaut Kakao, Rebellions managed to raise an impressive USD 124 million, reinforcing its position as the highest-funded chip startup in the nation.

Park anticipates that telecom companies, starting with KT as the first client for Rebellions after Atom's bulk production, will play a crucial role in the AI chip environment, highlighting the industry's move towards innovation driven by infrastructure. Moreover, Rebellions' joint venture with Samsung highlights the country's progress towards leading the semiconductor industry, demonstrated by their combined development of Rebel – a cutting-edge NPU aimed at large language models.

Rebellions is aiming for worldwide growth, and Park is hopeful about the firm's direction, anticipating a substantial portion of the market for inference chips used in extensive language models. As the generative AI market rises, Rebellions is ready to establish a unique position in the highly competitive AI chip market. This poses a threat to NVIDIA's control and signals the start of a fresh period of innovation in South Korea's semiconductor industry.

(Incorporating information from various sources)

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