Jung-Bae Lee, President and Head of Memory Business, Samsung Electronics
Advancements in technology are the product of innovation, created by strong-willed, tenacious individuals who seize opportunities in a dynamic environment to achieve their goals.
The history of Samsung Memory has been a journey of persistent technological innovation, galvanizing our reputation as the leading memory solutions provider of the past three decades.
A Paradigm Shift to Unlock the Future of Memory
Memory’s main application evolved from PCs to mobile devices and now to data centers. Hyperscale AI is also rapidly gaining traction as memory’s newest application, and this will further expand to on-device AI, which operates natively on consumer devices like PCs and smartphones.
Of course, these trends also lead to evolving new needs for memory solutions.
To provide the best solutions for diversifying AI services provided by hyperscalers1
, we need high-performance, high-capacity and low-power memory products that can process a vast volume of data while also reducing Total Cost of Ownership (TCO). At the same time, differentiated memory products are also necessary to meet the needs of hyperscalers.
Furthermore, as data grows exponentially, the required role of memory is expanding from data storage — the intrinsic function of memory — to additional computational capabilities.
Simply put, it is now time for memory solutions to share the data processing workload with the CPU and GPU.
Innovation for the Future, Beyond Limitations
In the memory business, securing cost competitiveness is crucial. This can be achieved by increasing density so wafers can yield more chips with higher capacity, and by realizing economies of scale using cutting-edge production facilities.
This is because previously, in the PC and mobile eras, demand for memory was heavily influenced by the product set’s Bill of Materials (BOM) cost. This dynamic is still in effect today, with BOM-centric structures generally determining demand.
The changing market environment has presented seemingly conflicting requirements, securing cost-competitiveness while supplying the highest-value-added products possible. In order to meet both, we have been carefully considering the path our memory business will take.
But the answer is simpler than you might think. Over the past 30 years, Samsung has led the industry by supplying customers with exactly what they need. And this principle is now more valid than ever. Although priorities vary, we strive to provide each and every aspect that our customers require in a product — including high-performance, high-capacity, low-power, custom and cost-competitive products.
Of course, this is a challenging task. But Samsung aims to cement its position in the industry using three key strategies: First, to continually strive for innovations that overcome technological limitations. Second, to expand advanced process capacity and production of high-value-added products, while also increasing investment in R&D. Third, to build strong, symbiotic relationships with customers and partners.