Samsung production 3 nanometer products attract Taiwan media attention

Author:Global Times Time:2022.07.04

Samsung high -level display 3 nanometer process products. (Samsung Group website)

Zhang Jing, a special reporter in Korea in Korea

The South Korean semiconductor industry ushered in an important opportunity to "counterattack" the global semiconductor foundry champion, TSMC. According to South Korea's "Daily Economy" report on July 2, with the first time Samsung Electronics has begun to mass -produced the 3 -nanometer full -ring seagam (GAA) process process node chip on June 30, the outside world began to predict the future of Samsung Electronics and TSMC Competitive pattern. The Korean industry evaluation believes that Samsung Electronics is the first to introduce the latest technology to catch up with the foundation of TSMC, and the existing technology gap between TSMC and Samsung Electronics "cannot make up for it easily."

According to the latest data from market research institutions, TSMC's share in the global semiconductor foundry sales in the first quarter of this year was 53.6%, which was about three times that of Samsung (16.3%). However, as the first production of 3 nanometers began, Samsung Electronics accelerated the pace of catching up. With new technologies, Samsung will reduce the gap with TSMC by fighting potential customers such as Apple, Intel and AMD. According to the Korean "Korean Daily" report, compared with the previously advanced 5 -nanometer mass production process, Samsung's 3 -nanometer process can save 45%of electricity, and the product performance increases by 23%.

Samsung's technological progress has attracted attention from Taiwan media. Taiwan United News Network reported on July 2 that TSMC will not start to produce 3 -nanometer chip products until 2023. It is expected that Samsung will use technical advantages to strive for more foundry customers. At present, TSMC's cutting -edge process is a 4 -nanometer process and has the highest level of mass production manufacturing in the world at this level.

Taiwan media also emphasized that although Samsung was the first to announce the production of 3 nanometers, but if it could not be stable and supply on time, it would not be able to seize the market. Especially in the previous 4 -nanometer process, Samsung Electronics' input and output rate (the proportion of qualified products) was accused of being stated that TSMC. Earlier, Samsung ’s Qualcomm Company processor of the US Qualcomm Company's processor of Samsung exposed the problem of prone to overheating. After Qualcomm's subsequent processor replaced it with TSMC 5nm process technology, the heating control performance was better. Therefore question. Some analysts believe that it will be the key to whether the input production rate can be raised in the short term will become the key to competing with Samsung Electronics and TSMC. ▲

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