[Click eStock] "OpenEdge, Core AI Semiconductor NPU... 3.4 Times More Efficient Than Intel"

[Asia Economy Reporter Hyungsoo Park] ResearchAlum introduced OpenEdge Technology on the 16th as an AI semiconductor design intellectual property (IP) company essential for implementing artificial intelligence (AI) technology in edge environments. It predicted that the system semiconductor market will be led by neural processing units (NPU) and that OpenEdge Technology will benefit from this trend. The appropriate stock price was suggested to be 22,000 KRW.

Researcher Seonghwan Choi of ResearchAlum explained, "The edge environment means processing data immediately at edge devices such as smartphones, vehicles, and robots where data is generated, rather than processing data centrally on servers."

He continued, "Currently, most smartphone services like search and payment output information obtained from data centers to the device," adding, "In the future, equipping edge devices with AI semiconductors will enable faster and safer service usage."

He emphasized, "What OpenEdge Technology does is to equip edge devices with artificial intelligence," and added, "By pre-creating large-function AI modules (IP) and helping client companies utilize them when developing chips, it reduces the time and risk of failure in chip development."

Researcher Choi stated, "As we enter the blooming period of the NPU market compatible with edge devices, it is time to pay attention to OpenEdge Technology," and predicted, "In the future, NPUs will be critically introduced in almost all products and services including IT and mobility."

Furthermore, he analyzed, "Ultimately, AI semiconductor technology that rapidly stores and processes vast amounts of data will be key," and forecasted, "The AI semiconductor market size will grow at an average annual rate of 14%, from $34.3 billion in 2022 to $98 billion in 2030."

He said, "OpenEdge Technology's core technologies are the 3rd generation NPU and chiplet solutions," adding, "The 3rd generation NPU has about 10 times better performance compared to the previous 2nd generation." He continued, "It has processor performance capable of 250 trillion operations per second," emphasizing, "It secures up to 34 times higher power efficiency and 24 times higher area efficiency compared to competitor Intel's NPU."

Researcher Choi expressed expectations that "OpenEdge Technology will lead the AI semiconductor IP market," and said, "OpenEdge Technology's NPU is about to be applied to level 4 autonomous driving semiconductors."

OpenEdge Technology also possesses chiplet solutions as a new technology pipeline. A chiplet refers to a minimal unit chip with a specific function. By connecting various types of chiplets, semiconductors with desired performance can be created. Researcher Choi explained, "Improving semiconductor performance solely through fine processes has reached its limit," and added, "The industry has reached a consensus to adopt chiplet structures to meet customer performance demands."

Researcher Choi emphasized, "It is important to identify the rapid sales growth point as the AI market blooms," and estimated, "License contracts in the fourth quarter of last year proceeded smoothly, so the growth rate compared to the previous quarter is expected to reach 200%."

He estimated that OpenEdge Technology will achieve sales of 32.3 billion KRW and operating profit of 100 million KRW this year. This represents a 139.3% increase in sales and a turnaround to operating profit compared to last year. Researcher Choi said, "The AI theme that started with ChatGPT is still in its early stages," and added, "Interest will rise as OpenEdge Technology's IP, NPU, and chiplet solutions are applied to various edge devices in the future."

This content was produced with the assistance of AI translation services.