Samsung Announces 'Autonomous Fab' with Humanoids... "Robots Inspect Equipment" [GTC 2026]

Collaboration of Heterogeneous Robots at Pyeongtaek Plant 1 Digital Twin
"We Will Build It Jointly with NVIDIA"

Jensen Huang Announces Resumption of H200 Supply to China
Mentions $1 Trillion Revenue Visibility by 2027

Samsung Electronics has unveiled, for the first time, its vision for a future semiconductor factory powered by artificial intelligence (AI) and humanoid robots, declaring a paradigm shift in manufacturing.

Yongho Song, Executive Vice President and Head of the AI Center at Samsung Electronics Device Solutions (DS) Division, delivered a keynote speech on March 17 (local time) at NVIDIA's annual developer conference (GTC 2026) in San Jose, California, under the theme "Innovation in Semiconductor Engineering Using Agentic AI."

During the keynote, Samsung Electronics’ previously undisclosed “Humanoid Manufacturing Innovation Roadmap” video was released for the first time. The video featured heterogeneous robot collaboration, with an autonomous mobile robot (AMR) delivering parts to equipment where abnormal signals were detected, and a standby humanoid robot receiving the parts and performing precise equipment inspections.

Executive Vice President Song stated, "Semiconductor manufacturing involves thousands of precisely interconnected steps, and for high-end products such as 16Gb high-bandwidth memory (HBM)4, not even the slightest error can be tolerated." He continued, "To address these challenges, Samsung has built an 'AI-based orchestration system' that goes beyond the traditional manufacturing execution system (MES) and autonomously manages the entire manufacturing process."

The core lies in the integration of agentic AI and a 3D physical twin. When signs of abnormality are detected through real-time analysis of large-scale manufacturing data, an alert is immediately sent to the 'orchestrator' that manages the AI agents. Upon receiving the alert, the orchestrator analyzes the equipment status and change flow via a diagnostic agent and the 'legacy linker' connected to existing systems. Once the diagnosis is complete, the AI immediately initiates action.

Executive Vice President Song explained, "This collaborative process between heterogeneous robots and the supply of tools is monitored and visualized in real time on the digital twin platform. As a result, downtime is minimized and production recovery time is reduced to about one-third of the previous level, continuously improving quality."

In particular, Samsung Electronics unveiled a '3D digital twin' environment that faithfully replicates its Pyeongtaek Plant 1, utilizing NVIDIA’s Omniverse platform. By inspecting and simulating the multi-layered structure and equipment layout inside the fab in real time within the virtual world, Samsung claims to have implemented a high-quality management system.

Samsung Electronics plans to jointly build this autonomous semiconductor fab with NVIDIA. Executive Vice President Song emphasized, "This collaboration is expanding beyond the supply of products to drive innovation in semiconductor engineering. Based on this, we will provide comprehensive support to customers such as Vera Rubin and Feynman in realizing next-generation AI systems."

On the same day, Jensen Huang, CEO of NVIDIA, addressed global media, dispelling market concerns by mentioning the resumption of supply to the Chinese market and strong earnings visibility.

CEO Huang stated, "NVIDIA has secured a license for the ‘H200’ product for Chinese customers and has begun accepting orders, with manufacturing now underway." He added, "This is new information compared to a few weeks ago," interpreting the development as "reflecting the intention of the Donald Trump Administration to maintain U.S. technological leadership without unnecessarily conceding competitive advantage in the global market."

He was also optimistic about the company’s financial outlook. CEO Huang explained, "Revenue visibility of 1 trillion dollars (approximately KRW 1,486.7 trillion) by 2027 is a reliable figure based on order books, and this projection only includes next-generation platforms such as Blackwell and Vera Rubin." He further emphasized, "If we include businesses such as CPUs and storage, the actual figure will far exceed 1 trillion dollars."

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