The global NPU (neural processing unit) market is projected to grow from $5.99B in 2023 to $56.08B by 2032, driven by demand for low-power AI semiconductors
The global NPU (neural processing unit) market is projected to grow from $5.99B in 2023 to $56.08B by 2032, driven by demand for low-power AI semiconductors. Samsung Electronics and SK Telecom are investing in NPU companies like DeepX and Revelion. DeepX secured $13M in orders and plans to use new funding for R&D and expansion. Revelion is integrated into SKT's AI services, handling 14M daily AI traffic. Puriosa AI and Mobileint are also advancing NPU applications in various sectors.
How this was made
The 30-second read
Why it matters
While the market size forecast is not new, the disclosed capital raises for DeepX, Revelion, and Puriosa AI represent fresh corporate actions that could shape the Korean AI chip landscape.
Market read
The news signals growing domestic investment in AI hardware, which may benefit listed Korean tech stocks but has limited immediate impact on broader markets.
What to watch
Potential regulatory support for AI hardware in Korea and the strategic importance of on‑device AI could amplify long‑term value.
Background
The article outlines rapid growth projections for the global NPU market and details recent investments by major Korean conglomerates in domestic AI semiconductor firms.
Ticker impact
SK Telecom invested 640 billion won in Revelion and holds about 18.2% of the NPU developer, expanding its AI services.
moderate support as the partnership may improve future earnings visibility
The investment is a new corporate action, but its impact is indirect and contingent on future NPU adoption.
Market effects
Domestic NPU ecosystem gains funding, potentially accelerating AI chip adoption in Korean smartphones and telecom services.
Korean semiconductor and telecom sectors may see modest uplift as investors track AI hardware trends.
Limited; the story is largely regional with no immediate global market shift.
Counterpoint
The capital raises are small relative to the massive AI chip market; investors may view them as low‑impact and not price‑moving.
Key entities
- CompanySamsung Electronics
South Korean conglomerate increasing its stake in AI chip venture SVIC 33 and backing DeepX.
- CompanySK Telecom
Korean telecom operator investing heavily in Revelion, an NPU developer.
- CompanyDeepX
Private AI semiconductor startup raising Series D capital.
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