Iwasa
The tech media "wccftech" reports that Samsung's 3nm chip technology has the potential to have a major impact on the semiconductor industry.
* Category: technology ｜ * Source: wccftech (1), (2), The Elec, TrendForce, IC Insights
Samsung's "3nm chip technology" attracts attention as a rival to Taiwan TSMC
Samsung Korea is a well-known manufacturer in the smartphone business and display business, but it is also the second largest semiconductor foundry in the world. As of the second quarter of 2021, Samsung has a market share of 17.3%, following the top Taiwan TSMC (52.9%), according to a Trend Force survey.
Samsung recently announced that it plans to begin manufacturing 3nm chips in June 2022. It is generally said that semiconductors become more sophisticated as miniaturization progresses, and at present, Apple and Qualcomm chips are designed with the smallest 5nm process.
AMD, a US semiconductor maker, is interested in Samsung's 3nm process. According to wccftech, it was revealed via Taiwan Digitimes that AMD could become Samsung's first 3nm customer.
AMD is one of the top 10 growing semiconductor companies in 2021 announced by research firm IC Insight due to its strong performance. IC Insights expects AMD to see a staggering 65% revenue growth this year, and if this is the case, the company will generate $ 16 billion in revenue in 2021.
Behind the collaboration between AMD and Samsung is the relationship between Taiwan TSMC, the largest semiconductor foundry, and Apple. According to wccftech, AMD and Samsung are "dissatisfied" with the close relationship between the two companies.
Samsung, AMD and "another company" to compete with Taiwan TSMC x Apple
Apple has become TSMC's largest customer, and it is certain that Apple's 3nm chips will also be manufactured at TSMC. Production of TSMC's 3nm chips is expected to begin in the first half of 2022, but the production capacity of TSMC's 3nm chips is expected to be dominated by Apple.
In addition, Intel has previously booked production of TSMC's 3nm chip, wccftech previously reported. Regarding this, it was added that "it may be a tactic to prevent AMD's node progress (process miniaturization) by eating up the production capacity of TSMC in advance."
But with Samsung working with AMD, AMD can be competitive in process miniaturization. AMD relied entirely on TSMC to manufacture 7nm chips, but faced serious supply problems, partly due to the recent shortage of semiconductors. Working with Samsung may help remedy these supply shortage problems.
And another company that is interested in Samsung's 3nm chip technology is Qualcomm. The company has previously outsourced chip manufacturing to Samsung, so there is a good chance that it will outsource the 3nm process as well.
At a recent event, the company announced the next-generation technology for redesigned next-generation CPUs for PCs, stating that it is a "competitive solution to the (Apple) M series." Former Apple engineers are also involved in the development of this chipset, and if 3nm chip technology is added here, it can be expected to become a powerful processor that is also competitive with Apple silicon.
Samsung and AMD, or Qualcomm's tag, could bring more competition to the semiconductor industry and shake industry leaders such as Apple and Intel.
In particular, AMD's biggest competitor, Intel's "Core i" series, is far behind in process miniaturization, so AMD's 3nm chip is likely to be a new way to hunt down the company. Intel's current CPU is a 10nm process and is scheduled to move to a 7nm process in 2023.
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