Samsung and TSMC grabbed orders, and the product yield increased
TSMC is one of the giants in the semiconductor industry, and as a leading chip foundry, it occupies the vast majority of the global market. However, as Samsung's old rival, Nature is not far behind and has the determination to surpass TSMC.
Recently, Samsung's 4nm process yield has been greatly improved, and its foundry has officially opened up with TSMC to take orders, and attracted some customers to come to deliver.
According to foreign ** reports, Samsung's 4nm process yield increased to 70% in October, while TSMC is not the same. This advancement has brought new opportunities for Samsung's foundry, and TSMC's existing customers such as AMD have begun to consider delivering orders to Samsung.
Improve 4nm yields and allow Samsung to win customer orders.
First, the improvement in the yield of Samsung's 4nm foundry process marks an important technological advancement in the company's semiconductor manufacturing space. Compared to previous processes, the 4nm process can improve chip performance by reducing power consumption, which is critical for the development of modern electronic devices.
The success of Samsung's foundry not only strengthens its competitiveness, but also supports its position in the global semiconductor market.
With the improvement of Samsung's 4nm foundry process yield, some customers have begun to consider transferring orders to Samsung. According to market research agencies, due to the significant increase in the yield rate of Samsung's 4nm foundry process, more and more customers are beginning to consider placing orders with Samsung.
These customers mainly include AMD, Qualcomm, MediaTek and other well-known chip manufacturers. The main reason why they chose Samsung is because the yield rate of the foundry process is higher and the foundry is more competitive.
So, why do these customers choose Samsung foundry?
First of all, the yield of Samsung's 4nm foundry process has improved, which is basically the same as that of TSMC, which reduces the cost of chip production and shortens the production cycle. In this way, customers can get higher quality chip products faster.
Secondly, TSMC's 3nm process is almost comparable to Samsung's 4nm process in terms of performance. For example, ADM currently uses both TSMC's 3nm process and Samsung's 4nm process to produce the same ZN5C chip. In ADM's view, the two are very similar in terms of performance, and the performance is basically the same in all aspects.
Finally, Samsung has also adopted a new packaging technology to improve the heat dissipation and performance of the chipset. This technology has already been applied to Samsung's own Exynos 2400 chip, and Samsung hopes to use the new packaging technology to provide better products and services and improve its competitiveness.
In addition to the above technical reasons, customers may have other considerations when choosing Samsung foundry.
On the one hand, Samsung, as one of the world's leading semiconductor foundries, has a wide range of market channels and sales networks. This enables customers to better understand market needs and product positioning, as well as better capitalize on business opportunities.
In addition, Samsung also has a large production scale and advanced production equipment, as well as a rich product line and strong R&D capabilities, which can provide customers with more efficient production and higher quality products, and provide more diversified products and services.
However, this change is undoubtedly a huge challenge for TSMC.
As one of the world's leading semiconductor foundries, TSMC has been providing customers with high-quality chip foundry services. However, with the rise of Samsung's foundry and intensified market competition, TSMC needs to continuously improve its competitiveness in order to retain customers.
To this end, TSMC began to increase R&D investment and technological innovation, while strengthening communication and cooperation with customers.
Overall, the competitive landscape of the global semiconductor market is changing with the improvement of Samsung's 4nm foundry process yield and the emergence of customer orders. Samsung is like a competitor poised to catch up with TSMC and occupy its leading position.
In the future, can Samsung catch up with TSMC? Feel free to share your views.