[Interview] DeepX CEO Kim Nokwon: "Confident in 70% Samsung 2nm Yield... 100x Revenue Growth in 4 Years" - 아시아경제

At Computex 2026 in Taipei, Korean startup DeepX attracted global attention with its proprietary AI chip technology. CEO Kim Nokwon expressed confidence in Samsung's 2nm yield and projected a 100x rev... Read original →

DeepX’s bet on Samsung’s 2nm node is a strategic maneuver to erect an edge-AI moat amid geopolitical tech fragmentation. Its DX-M1 chip—delivering 25 TOPS at 3–5W—directly threatens Qualcomm and NVIDIA’s foothold in robotics and smart vision systems. If Samsung truly achieves 70% yield at 2nm, it could hasten the displacement of TSMC’s 5nm edge chips and reshape EDA tooling and AI SSD ecosystems. Yet reliance on a single foundry heightens supply chain fragility, especially as U.S.-EU localization mandates intensify; Singaporean tax breaks won’t shield against potential export controls. Within 12 months, Qualcomm may counter by cascading Snapdragon X Elite NPUs downward, while industrial clients like Hyundai Motor Group could accelerate in-house NPU development. The real long-tail shift? Edge AI is pivoting from raw performance to mass-production reliability—and teams with ex-Apple/Samsung ramp experience are the ultimate defensible asset.