{"id":7793,"date":"2026-07-29T12:31:29","date_gmt":"2026-07-29T10:31:29","guid":{"rendered":"https:\/\/parlonstechs.com\/all\/?p=7793"},"modified":"2026-07-29T12:32:37","modified_gmt":"2026-07-29T10:32:37","slug":"samsung-decroche-un-contrat-de-200-milliards-de-dollars-pour-des-puces-ia","status":"publish","type":"post","link":"https:\/\/parlonstechs.com\/all\/2026\/07\/29\/samsung-decroche-un-contrat-de-200-milliards-de-dollars-pour-des-puces-ia\/","title":{"rendered":"Samsung d\u00e9croche un contrat de 200 milliards de dollars pour des puces IA"},"content":{"rendered":"

\"Samsung<\/p>\n

Samsung Electronics et Broadcom ont annonc\u00e9 samedi un partenariat monumental dans les puces IA, estim\u00e9 \u00e0 plus de 200 milliards de dollars investis d’ici 2030. L’accord doit renforcer l’activit\u00e9 de fonderie du groupe cor\u00e9en face \u00e0 la concurrence de TSMC.<\/strong><\/h3>\n
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La course aux puces d’intelligence artificielle continue de s’intensifier, et Samsung Electronics compte bien y jouer un r\u00f4le de premier plan. Le g\u00e9ant sud-cor\u00e9en a annonc\u00e9 samedi un partenariat \u00e9largi avec le concepteur am\u00e9ricain Broadcom, avec une alliance qui doit courir jusqu’en 2030 et toucher plusieurs m\u00e9tiers cl\u00e9s des semi-conducteurs. Une information rapport\u00e9e par\u00a0Reuters<\/em><\/a>, qui confirme les ambitions grandissantes de Samsung dans l’IA.<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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Les contours de l’accord XXL entre Samsung Electronics et Broadcom<\/h2>\n<\/div>\n<\/div>\n<\/div>\n
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Alors que dire de ce nouvel accord entre Samsung et Broadcom ? Plut\u00f4t que d’acheter des processeurs graphiques standards, taill\u00e9s pour convenir \u00e0 tout le monde, les g\u00e9ants de la tech pr\u00e9f\u00e8rent de plus en plus faire concevoir leurs propres puces, pens\u00e9es uniquement pour leurs besoins en intelligence artificielle. Une strat\u00e9gie certes plus co\u00fbteuse \u00e0 mettre en place, mais qui permet de gagner en performance et en ind\u00e9pendance, et qui dope, du m\u00eame coup, la demande pour des partenaires capables \u00e0 la fois de concevoir et de fabriquer ces composants sur mesure, comme Broadcom et Samsung.<\/div>\n<\/div>\n<\/div>\n
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Cet accord r\u00e9partit les r\u00f4les selon les points forts de chacun. Broadcom apporte son savoir-faire dans la conception de circuits sur mesure, appel\u00e9s ASIC, qui sont des puces con\u00e7ues pour une t\u00e2che pr\u00e9cise, plus efficaces qu’un processeur g\u00e9n\u00e9raliste, un peu comme un outil taill\u00e9 pour un seul usage plut\u00f4t qu’un couteau suisse. Samsung, de son c\u00f4t\u00e9, met \u00e0 disposition ses usines pour les fabriquer. Ensemble, les deux groupes veulent proposer une offre compl\u00e8te, de la conception \u00e0 la production, pour accompagner l’essor de l’IA et du calcul haute performance.<\/div>\n<\/div>\n
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Dans un communiqu\u00e9, Samsung a d’ailleurs insist\u00e9 sur cette volont\u00e9 de collaboration. Plut\u00f4t que de se contenter de fabriquer des puces, l’entreprise veut \u00eatre pr\u00e9sente\u00a0\u00e0 chaque \u00e9tape du processus, de la conception jusqu’\u00e0 la production, pour ses clients. Une fa\u00e7on de se positionner comme un partenaire capable d’assumer sur toute la cha\u00eene, et de r\u00e9pondre \u00e0 tous les usages li\u00e9s \u00e0 l’IA et au calcul haute performance, quels que soient les besoins.<\/p>\n

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Comment Samsung compte combler son retard sur TSMC<\/h2>\n<\/div>\n<\/div>\n<\/div>\n
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Sur le plan technique, les futures puces de communication haute vitesse de Broadcom seront fabriqu\u00e9es gr\u00e2ce au\u00a0proc\u00e9d\u00e9 \u00ab sub-2 nanom\u00e8tres \u00bb<\/a>\u00a0de Samsung. Avec cette finesse de gravure record, on peut graver des circuits toujours plus petits et plus denses sur une puce, pour plus de puissance sans faire exploser la consommation d’\u00e9nergie. Les deux entreprises vont aussi travailler ensemble sur la prochaine g\u00e9n\u00e9ration de m\u00e9moire HBM, un type de m\u00e9moire ultra-rapide empil\u00e9e en plusieurs couches, indispensable pour nourrir les puces d’IA en donn\u00e9es sans les ralentir.<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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Ce rapprochement tombe bien pour Samsung, qui ne l’oublions pas reste distanc\u00e9 par TSMC, le num\u00e9ro un mondial de la fabrication de puces pour le compte d’autres entreprises, les fameux fondeurs. Pour rentabiliser ses usines, gigantesques et forc\u00e9ment co\u00fbteuses \u00e0 faire tourner, Samsung a besoin d’un maximum de clients qui lui confient leur production. En d\u00e9crochant un contrat de cette taille avec Broadcom, le Sud-cor\u00e9en renforce son carnet de commandes et se donne une chance de rattraper son rival ta\u00efwanais.<\/div>\n<\/div>\n<\/div>\n
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Preuve que cette strat\u00e9gie porte d\u00e9j\u00e0 ses fruits, l’an dernier, le groupe avait sign\u00e9\u00a0un contrat de 16,5 milliards de dollars avec Tesla, pour produire les puces logiques qui \u00e9quipent les v\u00e9hicules du constructeur am\u00e9ricain. N’oublions pas non plus que le mois dernier, d\u00e9j\u00e0, Jun Young-hyun, le dirigeant qui pilote la division puces de Samsung, discutait avec Jensen Huang, le patron de NVIDIA, des futures g\u00e9n\u00e9rations de m\u00e9moire HBM4E et HBM5, les successeurs plus rapides et plus performants de la technologie \u00e9voqu\u00e9e plus haut. Samsung esp\u00e8re aussi d\u00e9crocher bient\u00f4t de nouvelles commandes pour fabriquer des puces grav\u00e9es en 2 nanom\u00e8tres, sa techno la plus avanc\u00e9e, apr\u00e8s avoir multipli\u00e9 les discussions avec de grands noms de la tech.<\/p>\n

avec clubic<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n

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Samsung Electronics et Broadcom ont annonc\u00e9 samedi un partenariat monumental dans les puces IA, estim\u00e9 \u00e0 plus de 200 milliards de dollars investis d’ici 2030. 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