三星晶圆代工市占，跌破7%

Core Viewpoint - TrendForce's latest survey indicates that TSMC's market share surged to 71% in Q3, solidifying its position as the global leader in foundry services, while Samsung's market share decreased by 0.5 percentage points to 6.8%, widening the gap between the two companies [2][3]. Group 1: Samsung's Strategy and Partnerships - Samsung is in discussions with AMD for 2nm foundry orders, aiming to catch up with TSMC, which has been the preferred choice for major clients like Apple and Tesla [2][3]. - The collaboration with AMD includes the production of next-generation CPUs, potentially the EPYC Venice CPU, using Samsung's second-generation 2nm process [2][3]. - Samsung's foundry division is expected to finalize contracts with AMD around January, with a high likelihood of mass production [3]. Group 2: Financial Goals and Performance - Samsung has set a target to achieve profitability in its semiconductor foundry business by 2027, focusing on securing orders from major tech companies [5][6]. - The foundry division has been operating at a loss since 2022, with estimated quarterly losses ranging from 1 trillion to 2 trillion KRW [6]. - Samsung aims to capture a 20% market share by 2027, based on sales, as part of its long-term business plan [5]. Group 3: Operational Improvements and Future Prospects - Samsung's foundry business has seen a rebound in performance due to securing contracts from Tesla and Apple, with Q3 losses dropping below 1 trillion KRW [6]. - The company is also enhancing production capacity at its Austin facility, which utilizes mature processes and has recently gained new clients [6]. - Samsung plans to maximize profits at its upcoming Taylor factory in the U.S. by starting production in 2024, with equipment installation expected to be completed by Q2 [7].