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Rebellions Supplies 'Rebel100' AI Chip to KT for LLM Inference
What happened
Rebellions supplies its Rebel100 NPU to KT Cloud for LLM inference testing. The chip, priced at 20-25 million won per card and in mass production since February, faces a significant revenue decline from KT, which now accounts for only 2.28% of total revenue. SK Telecom is also adopting the chip, creating a mixed outlook.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
Rebel100HBM3E
Source and time
Source: The Elec · 4/16/2026 · View original source
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