IndustrySelected73°

SEMIFIVE AI inference ASIC LPDDR6

LPDDR6 内存加持 AI 推理 ASIC,SEMIFIVE 接获规格交接型芯片设计订单

Why we picked it

This deal signals LPDDR6's growing adoption in AI hardware, potentially reducing power consumption in data centers. For ASEAN readers, this highlights South Korea's expanding role in the AI chip supply chain, with SEMIFIVE's success showing how design services can capture significant value in the AI hardware ecosystem.

SEMIFIVE received a $348 million order to design a data center AI inference accelerator supporting LPDDR6 and PCIe Gen5.

Body

The chip will tape out in H1 2027 and ship in volume in 2028.This represents one of the early cases of LPDDR6 being used as off-chip cache for ASICs.

The contract is SEMIFIVE's largest single deal, exceeding 40% of last year's total orders.

Original · IT之家

LPDDR6 内存加持 AI 推理 ASIC,SEMIFIVE 接获规格交接型芯片设计订单

IT之家 9 月 29 日消息,韩国芯片设计服务企业 SEMIFIVE 当地时间今日宣布,将为一家美国无晶圆厂 AI 设计芯片企业开发一款支持 LPDDR6、PCIe Gen5 的数据中心级“大芯片”推理加速器。 IT之家注意到, 这是高带宽低功耗的 LPDDR6 成为 ASIC 片外缓存选择的早期案例之一 。这颗芯片预计 2027H1 流片,2028 年量产出货。 SEMIFIVE 获得的这份订单采用“规格交接”模式:客户提供核心性能和规格指标,设计服务企业负责从详细设计到封装、测试、量产乃至软件开发的整个流程。 该订单是 SEMIFIVE 在北美市场斩获首个同类型项目。其以约 703 亿韩元 (IT之家注:现汇率约合 3.48 亿元人民币) 的总价成为 SEMIFIVE 历史上最大的单笔合同 ,已高于企业去年订单总额的 40%,约为 2026H1 订单总额的 60%。

Industry Coordinates & Source Verification

This report is categorized under AITOP's "Industry" desk. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include SEMIFIVE, LPDDR6, ASIC, AI inference.

Source attribution: curated from IT之家.