半导体芯闻·2025-06-19 10:32Group 1 - Google's recent decision to shift its Tensor chip production from Samsung to TSMC represents a significant blow to Samsung's foundry business, prompting internal discussions on addressing fundamental issues within its semiconductor operations [1] - Samsung's foundry division is undergoing internal inspections following Google's transition, which is expected to last until the Pixel 14 series, indicating concerns over Samsung's mobile division's security [1] - The loss of major clients like Qualcomm and NVIDIA, alongside Google's departure, has led to a decline in Samsung's semiconductor market share from 8.1% to 7.7%, while TSMC's market share has risen to 67.6% [2] Group 2 - Despite investing billions over the past five years, Samsung's goal to surpass TSMC by 2030 appears increasingly unattainable, with TSMC continuing to gain market share [2] - Samsung is collaborating with Synopsys to improve yield rates and is diversifying its focus beyond AI and mobile chips to include automotive and robotics applications [2] - The success of Samsung's first 2nm chip, Exynos 2600, is critical for regaining lost clients, including NVIDIA and Qualcomm, provided it avoids overheating and performance issues [2]