Samsung will invest about $3.8 billion to expand 4nm production capacity
At present, 3nm foundry products using GAA (Gate-All-Around) architecture transistor technology have been shipped. For Samsung, which has been in trouble in wafer foundry in the past two or three years, some confidence can be restored. According to reports, the 3nm process of rival TSMC will officially enter the mass production stage in September. It is rumored that the initial yield rate is better than that of the 5nm process at that time, which will continue to put pressure on Samsung.
According to UDN, Samsung hopes to use the opportunity of 3nm GAA chip shipments to increase 4nm production capacity and restore lost customers. The amount of this investment is 5 trillion won ($3.766 billion), trying to grab orders from Qualcomm and other manufacturers from TSMC.
Google still seems to be sticking with Samsung, and the next-generation Tensor SoC will use Samsung’s 4nm process. However, Google’s order scale is significantly smaller than that of Qualcomm, so it can’t bring many advantages to Samsung. Some research institutes said that Samsung’s advanced process production capacity is seriously behind TSMC, only one-fifth of the other party’s. Although Samsung has announced large-scale investment plans to catch up with TSMC in terms of technology and production capacity, it will still be out of reach for at least the next few years.
