As we all know, in the first half of 2022, means that I have already mass-produced 3nm chips and lead TSMC.It is more advanced than the old Finfet transistor technology used in TSMC.
Samsung is so hard. In fact, when you want to fight a battle, he will go over the TSMC during the 3nm process and become the leader of the global chip foundry.
From the progress and technology of Samsung and TSMC, Samsung is indeed more leadIt is FINFET, a more backward technology.
Since Samsung 3nm is half a year, the technology is more advanced, then Samsung will catch up with TSMC at 3nm, or even exceed TSMCs desire to achieveIntersection
The results may make Samsung very embarrassing, because in the fourth quarter of 2023, TSMCs 3nm has created a revenue of nearly NT $ 100 billion (about 22 billion yuan), Samsungs of Samsungs)3nm, Im afraid that the particles are not harvested, and the customers who have not yet made it public are using it.
Data show that in the third quarter of 2023, TSMC revenue revenue was NT $ 546.73 billion, and the 3nm process accounted for 6%, which was NT $ 32.8 billion.
In the 4th quarter of 2023, TSMC revenue was NT $ 625.5 billion, of which 3m of 3m accounted for 15%, which was 93.8 billion NT $ 93.8 billionIn the past two quarters, it contributed 126.6 billion NT $ 126.6 billion (about 29 billion yuan).
The currently disclosed 3nm chip is actually Apple, and all Apple chips are all handed over to TSMC.
and Samsungs customer Qualcomm is 4nm, even Samsungs own latest mobile phone chip, all 4nm, not 3nm craftsmanNo collection, no customers are currently in use.
Some time ago, there were media breaking news that Samsungs 3nm yield was outrageous, so there was no customer to use it.Of course, the news is true or false, and no one knows, but Samsung 3nm has no customer. It is estimated that it is true.
At 3nm, Samsungs desire to surpass TSMC is backward, so it is estimated that you can only put it on 2nm and 1nm.Its hard to surpass TSMC, what do you think?
Because this is not only a technical competition, it is also a comprehensive competition in various levels such as the customer, brand, yield, and capacity., Take the lead in 14nm and lead Samsung in TSMC. Since the Great God of Liang Mengsong has gone, the gap between Samsung and TSMC has become bigger ...
