Tuesday, March 1st 2022
Samsung Foundry Looking to Win Over Customers From TSMC
Based on details posted by the Commercial Times in Taiwan, it would appear that Samsung Foundry is working on ways to win over customers from TSMC. The backstory is that fabless chip makers have had to change foundries over time, due to the fact that from a foundry side, it's expensive to be on the cutting edge and many foundries have stepped out of the race. This has left the fabless chip makers with fewer options and with TSMC as the de facto industry leader today. That said, as we've seen, NVIDIA and Qualcomm picked Samsung Foundry for some of their latest chips, but based on industry rumours, the yields aren't great.
Samsung Foundry has been trying to win over customers by offering attractive pricing compared to TSMC, but far from everyone has been interested. Some companies, like Apple, have tried to work with Samsung, but abandoned them in the end in favour of TSMC. Samsung is said to be courting both AMD and NVIDIA, as well as others, although only time will tell if we'll see any future product from either company being manufactured by Samsung Foundry. The fact that there are investigations into the yields at Samsung Foundry should be a concern for any future customer and isn't a good sign of where the company is heading.
Sources:
Commercial Times, via @dnystedt
Samsung Foundry has been trying to win over customers by offering attractive pricing compared to TSMC, but far from everyone has been interested. Some companies, like Apple, have tried to work with Samsung, but abandoned them in the end in favour of TSMC. Samsung is said to be courting both AMD and NVIDIA, as well as others, although only time will tell if we'll see any future product from either company being manufactured by Samsung Foundry. The fact that there are investigations into the yields at Samsung Foundry should be a concern for any future customer and isn't a good sign of where the company is heading.
17 Comments on Samsung Foundry Looking to Win Over Customers From TSMC
I guess it had more to do with the fact that they weren't progressing as quickly as TSMC.
However, it now looks like even Apple is going to end up running into issues, as TSMC can't progress as quickly as they have these past few years.
It's likely we're going to see an industry wide change in how chips are made, maybe not now, but within a handful of years.
Will be interesting to see if NVIDIA sticks with them for RTX 4000, or is able to crawl back to TSMC.