DeepX bets $100M on new AI chip using Samsung technology
Quick Look
South Korean startup DeepX plans to invest over $100 million to produce its DX-M2 AI chip using Samsung's 2nm manufacturing process, targeting robots and AI-enabled PCs with a scheduled mass production launch in 2028.
AI-generated summary
Why It Matters
DeepX is a South Korean startup focusing on AI semiconductors designed for edge computing to reduce reliance on data centers.
South Korean startup DeepX Co. plans to spend more than $100 million developing a next-generation artificial intelligence chip using Samsung Electronics Co.โs advanced 2 nanometer manufacturing process.
DeepX has finished the design of the DX-M2 and sent the final plans to Samsungโs foundry unit for production, according to a statement from DeepX. The company expects to secure its first silicon by March 2027, before moving toward customer evaluations and mass manufacturing in 2028.
The project is expected to cost more than $100 million, including performance verification costs and production engineering expenses.
DeepX is targeting robots, industrial equipment and AI-enabled personal computers for the DX-M2. The chip is designed to run generative-AI models using about 5 watts of power, according to the company.
The investment is a significant bet by DeepX on running AI models directly on devices rather than relying on computing power in remote data centers. The approach can reduce energy use, costs and delays associated with sending data back and forth to the cloud.
DeepXโs semiconductors are intended for AI work and applications outside of data centers, which are facing mounting backlash over their massive power and water consumption.
What to Watch
AI outlook โ possibilities, not facts
DeepX to receive first silicon by March 2027.
Likely ยท Within months
Mass manufacturing of DX-M2 to begin in 2028.
Likely ยท Within years
Open Questions
- Will the DX-M2 meet its 2027 silicon delivery deadline?
- Which specific clients are targeted for the 2028 mass production?
