Samsung wafer foundry aims to overtake TSMC by 2030

[Daniel Nenni]

Hahahahaha DigiTimes Hahahahahaha

Samsung wafer foundry aims to overtake TSMC by 2030

Samsung Electronics is expanding its Samsung Foundry business to fulfill its goal of becoming the world's number one system semiconductor company by 2030, overtaking TSMC.

www.digitimes.com

Sorry, never going to happen. IDM foundries like Samsung and Intel have a much harder life than the pure-plays, absolutely.

 

[Daniel Nenni]

Here’s another funny one:

Intel says it will switch to TSMC’s 2019 chipmaking tech by 2025

 

[Brady]

Here’s another funny one:

https://9to5mac.com/2022/01/20/intel-tsmc-euv-chipmaking-tech/

Hah, this is a bad, lazy article. It conflates High NA tool delivery with the usage of any EUV at all.

I mean it’s 9to5Mac, they’re a click house.

 

[mgp-1]

Hahahahaha DigiTimes Hahahahahaha

Samsung wafer foundry aims to overtake TSMC by 2030

Samsung Electronics is expanding its Samsung Foundry business to fulfill its goal of becoming the world's number one system semiconductor company by 2030, overtaking TSMC.

www.digitimes.com

Sorry, never going to happen. IDM foundries like Samsung and Intel have a much harder life than the pure-plays, absolutely.

Couldn't have put it better myself; pure delusion

 

[Scotten Jones]

Hah, this is a bad, lazy article. It conflates High NA tool delivery with the usage of any EUV at all.

I mean it’s 9to5Mac, they’re a click house.

Totally agree, terrible article full of misinformation.

 

[GYHTBT]

SEC has made the same claim and forecast repeatedly for the past 10+ years with an ever slipping deadline for success. Even stooping to claim their own semi sales as foundry sales has not made the gap in a meaningful way. But we all need goals and dreams.

 

[benb]

2030 is a ways out, here's the steel man version of the Foundry goal (it isn't really about Foundry though, it's DRAM/Foundry initially, then Foundry/DRAM):
- Apple hardware growth flatlines, TSMC's key customer
- Nvidia, Samsung's key customer, continues to grow and is able to fill demand by 2025 or 2026, and replaces Apple as the technology leader
- 14nm DRAM ramps up and prices stay high, with multiple EUV layers, Samsung DS achieves a scale unlike any competitor
- Samsung Foundry/DRAM scale enables quality learning and highest yields on all products (not just Nvidia)
- And the Foundry/DRAM scale is huge, providing lowest cost