wccftech.com
Yeah, like Israel.
Don't forget about Gelsinger talking smack about the geopolitical situation, and how it favored fabs in places other than threatened areas.
Samsung Can Overtake TSMC In 5 Years Says Executive
Samsung believes that catching up to TSMC is possible in five years, and memory will overcome NVIDIA's AI GPUs. Take a look.
They better not forget Intel ...
semiconductor.samsung.com
Any ideas what kinds of fabs or process nodes Rocket Man has?
www.tomshardware.com
Samsung at 2019 Apr: We will be No.1 in logic chips by 2030.Samsung Electronics to Invest KRW 133 Trillion in Logic Chip Businesses by 2030
Samsung Electronics, a world leader in advanced semiconductor technology, today announced that it will invest KRW 133 trillion by 2030 to strengthen itsnews.samsung.com
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Reality:
2019 Q1 foundry market share: TSMC 48.1%; Samsung 19.1%
2022 Q4 foundry market share: TSMC 58.5%; Samsung 15.8%
I can't think of another industry where so many people positioning themselves as experts talk about so much they really don't know much about.Another ridiculous article from a finance reporter.
"However, Samsung aims to close the technological gap between it and the Taiwanese firm by employing Gate All Around (GAA) transistors for the 3-nanometer process, the leading edge semiconductor node, in 2023."
I have not heard of one Samsung 3nm tape-out or even a design start. The EDA and IP companies seem a bit quiet as well. Samsung started 3nm production a year ago, right?
Samsung Begins Chip Production Using 3nm Process Technology With GAA Architecture | Samsung Semiconductor USA
Samsung is the one and only production of 3-nanometer process node, applying GAA transistor architecture in the world.
Samsung has yet to learn that trust is key in the foundry business.
So IFS is a non threat to TSMC but a huge threat to Samsung logic? Am I understanding correctly?
He's certainly in the top two - and arguably met with the other one - visiting from the US - a few years back.
That's kind of a long distance view of things, based on the fact Samsung sucks and is more vulnerable. I get it.
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technews.tw
That's kind of a long distance view of things, based on the fact Samsung sucks and is more vulnerable. I get it.
But, looking closer, NVIDIA has a somewhat rocky relationship with TSMC, and has used Samsung not too long ago, despite being a deficient process node. And have complained pretty publicly about the cost of wafers from TSMC very recently. And announced they are very interested in working with Intel foundries. If NVIDIA moves things to Intel, where are they moving them from? Not Samsung.
I would also not be surprised if Apple did some parts at Intel as well. At least in an exploratory way, to ensure supply and possibly make some less strategic parts there. Qualcomm is already involved with Intel. AMD is safe, but do they actually sell anything anymore
So, I think both are going to get hit a bit, if Intel is successful. Intel already doesn't suck like Samsung, their I7 parts are the fastest clocked products in that segment, and have no problems competing with AMD parts on N5. Samsung isn't really competitive at anything, except smack talking.
But, Intel has to be successful with their nodes, and while they have been on high performance nodes, their experience with making a node suitable for lower power/higher density is limited. No doubt they can do it, but can they do it competitively against TSMC? Not an easy bar to reach.
A lot of things can happen, I think it's premature to think TSMC will be largely unaffected. They may be, and Intel may be largely unsuccessful, but there are other scenarios that could play out too.
