Samsung: Although it currently lags behind TSMC, it is still confident of obtaining 3nm orders from major customers, and has started 2/1.4nm process cooperation negotiations with customers.

According to news from this site on October 25, Jung Ki-tae, CTO of Samsung Electronics' foundry department, delivered a speech titled "The Latest Technology Trends in the Foundry Industry" at "Semiconductor Expo 2023".

Due to the successive losses of major customers such as Qualcomm and NVIDIA, Samsung Electronics’ 3nm foundry business has fallen behind TSMC despite mass production earlier.

He pointed out that customers’ order selection is a long-term process that takes about three years, and he believes that the unfavorable situation in winning customers will improve in the future.

"In the foundry business, 'stability' is the most important from the customer's perspective", "It is not easy to adopt new technologies from the beginning", "We often say , There is a marriage relationship between the foundry and the customer. This can fully reflect the closeness of the business structure."

He explained that if there is a problem with the chip manufacturer, the customer will also suffer, so They must be treated with caution. However, he said the company is confident of landing big customers for its sub-3nm process.

GAA process is a sustainable technology for the future, while FinFET is difficult to make further improvements. We are in talks with large customers for upcoming 2nm, 1.4nm and other processes.

For competition from manufacturers in mainland China (Note from this site: SMIC N 1 and N 2 technology seems to have gradually Mature), he said that in the field of advanced packaging (post-processing), the competitive landscape between Samsung, TSMC and Intel will continue.

Developing back-end processes is easier for Chinese companies than front-end processes, but it is often difficult for new players to join the competition unless they have a large number of customers to get feedback (such as TSMC), or It is an IDM that does both design and manufacturing (such as Samsung or Intel).

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