韩美科技巨头齐聚旧金山，三星、海力士签下9500亿美元高额订单

澎湃新闻07-25 16:14

当地时间7月24日，旧金山人工智能峰会举行。韩国总统李在明出席，与会韩美双方的企业领袖包括三星电子执行会长李在镕、SK集团会长崔泰源、现代汽车集团执行会长郑义宣、Naver创始人李海镇，以及英伟达CEO黄仁勋、OpenAI CEO山姆·奥特曼、Anthropic CEO阿莫迪、博通CEO陈福阳等美方科技巨头高管。　　据韩国官员透露，约150名企业高管、投资者、研究人员及创业公司创始人参加此次峰会。...

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CEO山姆·奥特曼、Anthropic CEO阿莫迪、博通CEO陈福阳等美方科技巨头高管。　　据韩国官员透露，约150名企业高管、投资者、研究人员及创业公司创始人参加此次峰会。　　韩国总统府政策室长金容范在美国旧金山宣布，三星电子与博通正式签署业务合作谅解备忘录，计划未来五年围绕2000亿美元（约合1.36万亿元人民币）规模的先进存储半导体供应及AI芯片制造开展晶圆代工合作。同日，SK集团宣布将向英伟达等美国科技企业供应价值7500亿美元（约合5.09万亿元人民币）的芯片，三星电子、SK海力士与美国科技巨头的整体芯片合作项目规模更达1375万亿韩元。　　根据备忘录，三星电子将向博通提供先进存储半导体，同时开放其晶圆代工产能参与AI芯片制造。博通作为全球网络芯片、定制AI加速器及半导体解决方案的主要供应商，其客户覆盖云计算与数据中心领域。此番合作意味着三星不仅供应HBM等关键存储器件，更将直接介入博通为云厂商定制的AI推理与训练芯片生产环节。　　与此同时，英伟达在峰会上正式宣布与SK海力士建立长期合作伙伴关系，以确保下一代内存供应，并共同开发用于AI训练、AI代理及物理AI应用的高带宽内存。　　黄仁勋透露，SK Telecom将采用英伟达Vera Rubin芯片和SK海力士HBM4内存，建设2吉瓦（GW）级数据中心，首个设施计划于2027年上线。英伟达方面指出，与SK集团整体合作的人工智能计划总价值将超过5000亿美元。　　此外，黄仁勋还宣布与现代汽车联合开发自动驾驶轿车。　　Anthropic CEO阿莫迪宣布与三星电子和SK海力士签署供应协议，并将与韩国科学技术部签署AI安全与网络安全产业合作谅解备忘录。　　金容范周四在赴美前对媒体表示，此次总统访问发挥了“催化剂”作用，帮助韩国企业与美国合作伙伴完成了持续已久的谈判。　　韩国上月宣布了一项8800亿美元的投资计划，该计划由SK海力士、Naver和三星电子等公司共同支持，旨在通过大力扩大芯片生产、建设数据中心和发展物理人工智能，巩固韩国在人工智能领域的领先地位。　　金容范表示，李在明此次访问预计将把上个月公布的许多投资计划转化为具体项目。韩国政府规划的第一阶段约8吉瓦AI数据中心容量中，预计超过一半将在此次访问期间得到落实。　　与此前主要反映初步投资意向的公告不同，新项目将明确具体客户、建设地点以及参与项目的韩国工程合作伙伴。　　本月早些时候，美国商务部长霍华德·卢特尼克敦促三星和SK海力士扩大在美国的存储芯片产能。　　金容范表示，美国商务部长鼓励企业扩大本土制造是很自然的事情，但华盛顿并未正式要求韩国企业进一步增加在美国的半导体投资。　　他补充称，韩国最新一轮国内产能扩张主要受到美国科技公司强劲需求推动，后者占相关订单的80%至90%。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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