According to South Korean media reports, Samsung Electronics has increased its 4nm yield rate and will expand its 4nm production capacity in the fourth quarter of this year, and its monthly production capacity will be increased from the current 15,000 to 20,000; the market believes that although the semiconductor industry has been affected by inventory depletion recently To reduce interference, but the demand for advanced processes is still strong, Samsung continues to draw closer with TSMC (2330-TW)(TSM-US), and actively expand production of advanced processes.
South Korean media Infostock Daily quoted officials familiar with Samsung Electronics’ internal affairs as saying that Samsung’s total investment in the expansion plan is about 5 trillion.Korean WonAs Samsung’s 4nm yield rate has increased to nearly 60%, it is expected to attract more customers to join the production, and profitability will also grow rapidly.
Previously, Qualcomm’s Snapdragon 8 Gen 1 produced by Samsung’s 4-nanometer process was out of the package and mass production was not smooth. Therefore, the new generation of flagship chip Snapdragon 8 Gen 1 Plus was transferred to TSMC. Its 4nm yield is only about 35%, while TSMC’s yield is over 70%.
However, with the recent memory industry facing cyclical market fluctuations, Samsung has concentrated more resources on the foundry business in order to pursue stable growth in operations, and the 4nm yield rate has also improved. production to catch up with TSMC.
In addition to improving 4nm yield and production capacity, Samsung also announced mass production of 3nm process at the end of June, becoming the first company to introduce 3nm GAA (Gate Surround Technology), and its competition with TSMC in advanced processes tends to be closer White-hot.