Samsung's Real Reason for Demolishing the 20 Trillion Pyeongtaek Factory (Deep Dive into the Issue)
Summary
Highlights
Samsung is dismantling its 20 trillion won Pyeongtaek factory, a decision that has many questioning Chairman Lee Jae-yong's sanity. However, this is a calculated, 'crazy decision' by Samsung to completely overturn the global AI paradigm.
Current copper wiring used by companies like Nvidia and TSMC generates significant heat, bringing US data centers to the brink of meltdown. Samsung aims to overcome this physical limitation.
To address the heat issue, Samsung has opted for light over copper, fully committing to silicon photonics. This technology reduces power consumption by 90% and increases speed by a staggering 1,000 times.
This is Samsung's master plan to end the era of old copper and establish an 'empire of light.' The focus will now be on glass substrates that transmit light and laser processing technology, rather than cooling equipment, as the flow of money in the industry is completely changing.