SEMIFIVE首次获得4纳米AI推理芯片量产项目，合同规模超过上年营收的10%

SEMIFIVE has secured its first mass-production project using a 4-nanometer process. The company did not disclose the size of the supply deal, but said it exceeds 10% of last year's revenue of about 121 billion won.
SEMIFIVE said Sept. 8 that it will begin mass production of a 4nm chip for South Korean fabless semiconductor company HyperAccel. Production has been delayed by two quarters from the original schedule. In 2024, SEMIFIVE said it would design HyperAccel's "Bertha" using Samsung Electronics' 4nm process, with mass production initially targeted for the first quarter of 2026.
The company did not disclose the contract value due to a non-disclosure agreement (NDA) with the customer. The deal exceeded 10% of last year's revenue, making it subject to regulatory disclosure. The contract runs through June 15, 2028. Revenue will be recognized in stages as products are supplied, with a 10% upfront payment, 60% interim payment and 30% final payment.
Bertha is specialized for artificial intelligence (AI) inference workloads, including large language models (LLMs). The chip has a die area of more than 500 square millimeters. Naver Cloud is reportedly a potential customer.
As a design house, SEMIFIVE designed Bertha for optimization with Samsung Electronics' semiconductor foundry process. It handled front-end design, verification, packaging, testing and mass production on a turnkey basis. Under the contract, SEMIFIVE generates revenue each time the jointly designed chip is produced.
SEMIFIVE's mass-production orders totaled about 42.3 billion won in the first half of this year, roughly double the 21.2 billion won recorded last year.
"We will continue the growth in mass-production revenue demonstrated in the first half into the second half," SEMIFIVE CEO Cho Myung-hyun said. The company expects revenue to exceed 200 billion won this year. Company-wide revenue totaled about 94.7 billion won in the first half.