Industry

Design houses move from outsourced chip design to AI chip architecture

Design house (DSP) companies that once focused on outsourced semiconductor design are expanding in both contract pricing and funding scale as AI chip mass production becomes harder with foundry steps alone after 2-nanometre nodes. With physical limits nearing, 2.5D and 3D stacking and chiplets are becoming key, making advanced packaging and interconnect new battlegrounds. Firms are shifting toward integrated design platforms and infrastructure architecture partnerships, alongside rising high-value project shares and larger financings.

Industry

Samsung SDI posts Q1 revenue of 3.58 trillion won; operating loss narrows to 155.6 billion won

Samsung SDI said on April 28 it posted first-quarter revenue of 3.58 trillion won and an operating loss of 155.6 billion won. Revenue rose 12.6 percent from a year earlier, while the operating loss narrowed 64.2 percent. Net profit came to 56.1 billion won, returning to the black. Battery business revenue rose on recovering demand, while electronic materials improved on steady semiconductor sales and higher display materials sales.