On February 22, according to local media Infostock Daily reported that samsung recently the Solutions for the semiconductor industry Device (Device Solutions. DS) department made some management consulting, focus on the 3, 4, 5 nm process yield.

According to industry insiders, samsung foundry qualcomm 4 nm AP yield is only about 35%. That is to say, if manufacturing 100 8 Gen1 Xiao dragon, incomplete, 65. Outrageous is that samsung at his home in the same production line production Exynos 2200 yield lower than this.

Prompting samsung rare for their wafer foundry yield of the internal investigation, relevant industry insiders said samsung's investigation focused on earlier is used to improve yield to spend money to and check contract production report; Is popular for audit and review production, belongs to the internal error correction.

Order to TSMC

Because samsung foundry yield is too low, qualcomm has decided to it Gen1 Xiao dragon 8 orders to production, TSMC and subsequent 3 nm chips also entrust full amount TSMC foundry. Nvidia also entrust original samsung last year 7 nm process graphics business to TSMC. Loss of large companies such as qualcomm, nvidia to become a reality, samsung foundry business may face a major crisis.

In addition, Intel is 7 nm TSMC and 5 nm process technology of a big customer, and is considered to be another except apple won the first batch of 3 nm TSMC process capacity one of customers. It is worth mentioning that Intel is also expected to be 2 nm TSMC process of one of the initial customers, such as Intel's plan in 2025 Lunar Lake CPU will use 2 nm TSMC manufacture process of the GPU.

Meanwhile, TSMC is still a main advanced AMD processor OEM partners, and from the CPU growing market share the biggest benefit.

Supply chain is a news, TSMC with advanced process of the samsung, had apple all 5 g rf chip orders, the fastest is expected to be applied to the launch this year of a new generation of the iPhone products.

Related chips will use 6 nm TSMC process production, the annual demand is expected to more than 150000 pieces. Industry thinks, rf chip upgrade 6 nm process will be a trend, because of the advanced manufacturing processes, TSMC largest production quality and yield stability and capacity, apple is still the TSMC process is the most advanced large-scale buyers.

To play, no fisherman

In conclusion, TSMC has five main manufacturers from the United States received 7 nm process under a large number of orders, even can be expected to have 2025 nm 2 orders scheduling, TSMC's future earnings are expected to be more bright eye.

On February 21, founder of TSMC morris chang on the 35th anniversary of TSMC is the most: if the start at TSMC has amounted to 1000 times by now.

Through the years adhere to the pursuit of leading technology, manufacturing excellence and customer trust, TSMC success widens the gap with competitors