Core Viewpoint - Samsung's 3nm process yield remains low at 50% after three years of production, leading major tech companies like Google to shift to TSMC for chip production, impacting Samsung's market position [2]. Group 1: Samsung's 3nm Process Challenges - Samsung's 3nm yield is reported to be at 50%, making it difficult to gain trust from large tech companies [2]. - Google is transitioning its Tensor G5 chip production to TSMC, securing a contract for the next 3 to 5 years, which includes future Pixel models [2]. - Other companies like Qualcomm and AMD are also relying on TSMC due to its over 90% yield rate, which attracts more orders [2]. Group 2: Financial Implications and Cost Control - Samsung's mobile application processor (AP) costs surged by 37% in Q1 2025, reaching 4.79 trillion KRW, primarily due to reliance on Qualcomm chips for the Galaxy S25 series [3]. - Utilizing its own chips could help Samsung manage rising expenses more effectively [3]. Group 3: Competitive Landscape - In the 5nm and 7nm segments, China's SMIC is making progress and securing key orders, increasing competitive pressure on Samsung [3].

Group 1 - TSMC has solidified its leading position in the global foundry market after inventory adjustments at the end of 2022, with high utilization rates in advanced process technologies [1] - The 3nm process has achieved full capacity utilization in its fifth quarter of mass production, driven by strong demand for Apple A17 Pro/A18 Pro chips and other application processors, setting a new record for initial market demand [1] - Future growth is expected to continue due to the introduction of NVIDIA Rubin GPUs and specialized AI chips from Google and AWS, driven by increasing demand in AI and high-performance computing (HPC) applications [1] Group 2 - In contrast, the smartphone market has seen slower initial capacity growth for existing processes like 7/6nm and 5/4nm, with the latter experiencing a resurgence in 2023 due to surging demand for AI acceleration chips [2] - The demand for AI computing chips is accelerating the construction of AI data centers and significantly enhancing the overall capacity of the 5/4nm process [2] Group 3 - The 2nm process is projected to achieve full capacity utilization in its fourth quarter of mass production, driven by dual demand from smartphones and AI applications, aligning with TSMC's strategic outlook [5] - Potential customers for the 2nm technology include Qualcomm, MediaTek, Intel, and AMD, which is expected to maintain high utilization rates for the 2nm process [5] Group 4 - TSMC is investing $165 billion in its Arizona facility to meet growing U.S. consumer demand and mitigate geopolitical risks, with the facility covering 4nm, 3nm, and 2nm processes [11] - The dual-layout strategy enhances TSMC's geopolitical resilience and ensures capacity meets customer demand, particularly in AI and HPC, while maintaining high utilization rates for advanced processes beyond 2030 [11]

Core Viewpoint - TSMC has solidified its leading position in the global foundry market following inventory adjustments at the end of 2022, with high utilization rates in advanced process nodes showcasing its technological superiority [1][4]. Group 1: Advanced Process Utilization - The 3nm process node has achieved full utilization within five quarters of mass production, driven by strong demand for Apple A17 Pro/A18 Pro chips and other application processors, setting a new record for initial market demand in advanced processes [1]. - TSMC's 5/4nm process is experiencing a resurgence in demand, particularly due to the surge in AI accelerator chips like NVIDIA's H100 and B100, which has significantly boosted overall capacity [2][4]. - TSMC's advanced process utilization rates are projected to remain high, with expectations that the 2nm process will reach full capacity within four quarters of mass production, driven by dual demand from smartphones and AI applications [7]. Group 2: Future Developments and Investments - TSMC plans to allocate 30% of its 2nm process capacity to its Arizona facility, enhancing geopolitical resilience while ensuring capacity meets customer demand, especially in AI and high-performance computing [9]. - The company anticipates that the diverse customer base for the 2nm technology, including major players like Qualcomm, MediaTek, Intel, and AMD, will help maintain high utilization rates [7]. - TSMC's investment of $165 billion in its Arizona plant will support advanced process technologies, including 4nm, 3nm, and 2nm, ensuring the company remains at the forefront of the semiconductor industry [9].

三星电子代工（半导体代工）事业部正与英伟达、高通等进行2纳米（nm，1nm为十亿分之一 米）制程的评估工作，以争取相关订单。据分析，随着首次采用"环绕栅极"（GAA）结构的3nm 制程良率趋于稳定，三星正在加快推动技术更为先进的2nm制程客户拓展。由于台积电已成功获 得苹果的应用处理器（AP）与英伟达AI加速器的订单，进一步拉开差距，三星则通过扩大客户 基础，加快追赶步伐。 GAA制程技术是通过四个方向的栅极将电流通道完全包裹，从而最大限度地减少漏电流并提升半 导体性能。相较之下，传统的鳍式场效应晶体管（FinFET）技术仅包裹三面。三星在3nm代工制 程中全球首次引入GAA技术，但由于早期良率不稳和性能提升受限，面临订单困境。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 chosun，谢谢。 另据分析，三星首次引入GAA的3nm制程良率已超过60%，为其2nm制程良率的进一步提升打下 基础。2nm制程在保留GAA结构的同时，对3nm技术进行了优化升级。最初，三星在3nm制程良 率提升中遭遇困难，导致使用该工艺的系统LSI事业部Exynos 2500项目搁浅。 三星高层相关人士表示："我们是 ...