Qualcomm Develops Low-Power DRAM AI Chip, Samsung and SK Hynix Expected to Benefit
Qualcomm's unveiling of its next-generation AI inference solutions for data centers is expected to benefit South Korean semiconductor companies. On October 28, 2025, Qualcomm announced its new 'AI200' and 'AI250' AI inference solutions, signaling its intention to strengthen its position in the AI semiconductor market. In particular, analysts suggest that this move by Qualcomm could be a new growth engine for domestic memory semiconductor companies like Samsung Electronics and SK Hynix.
Qualcomm's AI chip development is anticipated to increase demand for high-performance, low-power memory semiconductors, which is likely to positively impact domestic companies recognized for their technological prowess in this field. Qualcomm's AI200 and AI250 are expected to enhance data center efficiency and improve AI computing capabilities. These technological innovations will lead to reduced data center operating costs and improved service quality, ultimately providing consumers with a better AI experience.
Qualcomm's newly announced AI chips focus on maximizing AI computing efficiency in data centers. The 'AI200' is targeted for release next year, while the 'AI250' is slated for launch in 2027. This roadmap from Qualcomm foreshadows increased competition in the AI semiconductor market and is expected to further stimulate investment in related technology development. Data centers must process and analyze massive amounts of data, leading to a steady increase in demand for high-performance, low-power AI chips. Qualcomm's AI chip development can be interpreted as an effort to meet these market demands. The 'AI200' supports 768GB of LPDDR memory per card, a factor that can significantly improve data processing speed and efficiency. LPDDR memory offers high performance with low power consumption, contributing to improved power efficiency in data centers. Qualcomm's AI chip development is seen as a very significant move, especially given the growing importance of data centers alongside the advancement of AI technology.
Qualcomm's entry into the data center AI semiconductor market is expected to provide new opportunities for Samsung Electronics and SK Hynix. Qualcomm plans to incorporate low-power DRAM into its AI chips, which is likely to lead to increased demand for high-performance memory semiconductors. Samsung Electronics and SK Hynix are already leading the global memory semiconductor market, and collaboration with Qualcomm is expected to strengthen their competitiveness in the AI semiconductor market. In particular, the LPDDR memory that will be incorporated into Qualcomm's AI chips is an area where Samsung Electronics and SK Hynix have strong capabilities. Collaboration with Qualcomm can provide domestic companies with a stable supply source and an opportunity to further strengthen their technological competitiveness. The South Korean government, under President Lee Jae-myung, is fostering the semiconductor industry as a core national strategic industry, and collaboration with Qualcomm is expected to contribute to achieving these policy goals. Qualcomm's AI chip development is projected to have a positive impact on the overall domestic semiconductor industry ecosystem.
As AI technology is applied to various industries, the role of data centers is becoming increasingly important. Data centers are a core infrastructure for storing, processing, and analyzing vast amounts of data, and their importance is further emphasized with the advancement of AI technology. Qualcomm's AI chip development is expected to enhance data center efficiency and improve AI computing capabilities. This will lead to reduced data center operating costs and improved service quality, ultimately providing consumers with a better AI experience. The US government, under President Donald Trump, is also actively supporting policies to strengthen AI technology competitiveness, and Qualcomm's AI chip development is seen as a move in line with this global trend. Qualcomm's AI chip development is expected to accelerate the growth of the data center market along with the advancement of AI technology and create various opportunities in related industries. Qualcomm's technological innovation will further accelerate the transition to a data-centric society and contribute to creating new value.
