The number of Samsung foundry customers exceeded 100
Samsung hopes to mass-produce 3nm process nodes as soon as possible by expanding capital expenditures to win orders from AMD and Qualcomm. It is expected that cumulative capital expenditures in the next three years will account for about 70% of its revenue, while TSMC will probably be at 50%. Samsung is currently snapping up more EUV lithography machines to close the quantitative gap with TSMC. According to statistics, as of 2020, TSMC will have about 40 EUV lithography machines, and Samsung will have about 18, less than half of TSMC. It is expected that Samsung will purchase about 18 EUV lithography machines in 2022, narrowing the quantitative gap with TSMC, and the total number will reach about 60% of TSMC.