- Softbank and Intel Planning Memory With Low Power for Competing South Korean HBM
- Saimemory aims at the launch of 2030, but is facing large market delays
- Intel and Softbank are already stretched over AI -Chips and Tech -Investments
Softbank and Intel are reportedly together to develop a new type of AI-focused high-band width memory, which they hope will compete with HBM products produced by South Korean tech giants Samsung and SK Hynix.
A report from Nikkei Asiaclaims that the couple aims to create stacked drama chips with a new wiring structure that cuts the power consumption by half compared to current HBM chips.
The initiative is led by a new company called Saidemory, with a prototype expected within two years, and commercialization targeted before 2030.
Too little late?
Despite the technical ambition, the timeline poses a serious challenge. Samsung and SK Hynix are already several product generations ahead and comfortably dominate the global HBM market. When Saimemory brings its alternative to the market, the existing players are likely to have expanded their lead further.
A Softbank -Director told Nikkei Asia That if the project is successful, “we will prioritize for the supply”, which reflects how early phase the effort is left.
The memory is intended for use in AI data centers, where energy consumption and high flow are growing concerns. Softbank hopes the new chips support large-scale AI training more efficiently and at lower costs.
Stronger domestic supply chains can also reduce Japan’s dependence on Korean suppliers.
Nikkei Asia Notes Japan once held over 70% of the global drama market, but went out as South Korean and Taiwanese players rose. Elpida, Japan’s last drama producer, went bankrupt in 2012 and was acquired by Micron, who in itself is looking for a larger sample of the HBM pie of $ 100 billion.
Softbank is the largest investor in Saimemory with a 3 billion yen share in 10 billion yen project. Intel contributes technology, while the University of Tokyo and other Japanese academic institutions provide patents. Government support is also considered.
Although this is a promising endeavor, both softbank and Intel have a lot on their plates right now. Intel controls its foundry extension, pushes AI chips and tries to regain CPU market share. Softbank is focused on growing arm and expanding its AI investment portfolio.
