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According to reports, one of the biggest problems faced by the company is the yield issue, which has led to its biggest customer, Qualcomm, being snatched away by TSMC.
According to foreign media reports, Samsung will start mass production of the third generation 4nm chips in the first half of 2023 to regain some of its lost customers.
According to reports, one of the biggest problems faced by the company is the yield issue, which has led to its biggest customer, Qualcomm, being snatched away by TSMC.
According to foreign media reports,QUALCOMM has not only shifted from Samsung to TSMC in the OEM of the Snapdragon 8+Gen 1, but also chose to OEM the Snapdragon 8 Gen 2 application processor from TSMC. In addition, it is rumored that TSMC will also be the OEM manufacturer of the Snapdragon 8 Gen 3 chipset.
In addition to Qualcomm, Samsung has also ceded Tesla, a major customer, to TSMC. Last December, industry insiders said that TSMC's new US factory in Arizona had received a 4nm chip order from Tesla and was expected to start mass production in 2024.
Now, according to the latest information, Samsung seems to have solved the yield issue. According to the report, Samsung Electronics released a business report on March 12, which mentioned that large-scale production of the 2.3 generation process and 4 nm process would begin in the first half of this year. This is the first time Samsung Electronics has mentioned the specific mass production time of the new version of 4 nm. The second and third generation products show better performance, lower power consumption, and use a smaller wafer area compared to earlier versions of the SF4E for 4-nanometer chips.
It is reported that since 2022, Samsung Electronics has steadily increased its production capacity after the yield of its 4-nanometer process has entered the right track. Industry insiders estimate that Samsung Electronics' 4-nanometer process yield is 60%. Although the yield rate has not reached the level of TSMC, experts say that its yield rate is rapidly increasing, and large-scale production of subsequent versions is also accelerating.
According to other reports, Google, a long-time customer of Samsung, is likely to use Samsung's third generation 4nm process to produce and design Tensor G3 chips.
Statement: This article is a WeChat semiconductor industry circle official account reprinted on our website, aiming to provide more news information for readers. The content involved does not constitute investment or consumption suggestions, but is for readers' reference only.
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