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What's old is new again: Samsung Foundry wins order for 8nm automotive semiconductors from Hyundai Motor Company

Fred Chen

Moderator
Samsung Electronics Foundry (semiconductor contract manufacturing) has received an order for 8nm (nanometer, one billionth of a meter) automotive semiconductors from Hyundai Motor Company, a domestic automaker, and is preparing for full-scale mass production. However, the industry's anticipated order for 5nm-class autonomous driving semiconductors has reportedly been delayed until next year.

Samsung Foundry, which received an order for Tesla's next-generation high-performance AI chip (AI6) in July, is expected to gain rapid momentum in expanding its automotive semiconductor business, as it has now been entrusted with the Hyundai Motor Company's supply.

According to semiconductor industry sources on the 17th, Samsung Electronics Foundry will mass-produce autonomous driving chips developed in-house by Hyundai Motor Company. These chips will be mass-produced using an 8nm process, with development expected to be completed by 2028 and mass production targeted for 2030.

This is a different chip from the previously planned automotive semiconductors. Hyundai Motor Company had initially ordered autonomous driving chips for premium vehicles like the Genesis, using Samsung Foundry's 5nm process.

The project will be re-selected as a design partner through the "K-on-Device AI Semiconductor" project, which will be conducted by the Ministry of Trade, Industry and Energy next year. However, as the project is being conducted domestically, industry insiders generally believe Samsung Foundry will be used.

Development will be overseen by Song Chang-hyun, Head of Advanced Vehicle Platform (AVP) Headquarters. Hyundai Motor Group established the AVP Headquarters in January of this year to integrate Hyundai and Kia's mobility research and development (R&D) capabilities and software (SW) technology development.

A semiconductor industry insider said, "The mass production volume of this chip is greater than that of the 5nm chip." This is likely because, unlike the 5nm chip, which is installed only in premium vehicles, the 8nm chip will be installed in all mass-produced vehicles by Hyundai Motor Company.

Hyundai Motor Company is believed to have chosen 8nm for its cost-effectiveness. 8nm chips offer a significant price difference while maintaining a comparable performance to finer processes.

 
A semiconductor industry insider said, "The mass production volume of this chip is greater than that of the 5nm chip." This is likely because, unlike the 5nm chip, which is installed only in premium vehicles, the 8nm chip will be installed in all mass-produced vehicles by Hyundai Motor Company.

Hyundai Motor Company is believed to have chosen 8nm for its cost-effectiveness. 8nm chips offer a significant price difference while maintaining a comparable performance to finer processes.

8nm appears to be the sweet spot among (at least Samsung's) foundry processes, particularly for automotive applications, even with stitched quadruple patterning!
 
Samsung 8nm is their last non-EUV node. Since Intel 7 process is still releasing new products(Xeon 6, wow...), no wonder Samsung 8nm is useful. It already mass producted AP and NVIDIA GPU family(+nintendo) It must have very robust process and IPs.
 
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