2023-12-19 09:08:00
One of the plans to surpass TSMC is already underway by Samsung, which is to lead in the adoption of 3nm GAA lithography. The next step is to surpass it in the production of 2nm chips, but first the South Korean company needs to make some adjustments to its technology to increase the performance of its factories.
In addition, Samsung also plans to offer discounts to attract TSMC customers, which could attract companies like Qualcomm, which can diversify its suppliers to avoid supply problems and have price advantages.
On the other hand, TrendForce sources say Samsung needs to increase the yield of its wafers by 70% to win over more companies, as this was the reason why Qualcomm will exclusively use TSMC’s 3nm components in the Snapdragon 8 Gen 4 with custom Oryon cores. .
It is also worth remembering that some companies may continue to prefer TSMC, as is the case with Apple, which has used the same supplier for several generations of chips for cell phones, tablets and computers. In this way, Samsung’s fight should focus on winning shipments from Qualcomm and MediaTek in the coming years.
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