News Samsung's foundry customers reportedly flock to TSMC — three firms move to Taiwanese chipmaker in latest exodus

[Admin]

Small AI chip designers from South Korea increasingly turn to TSMC for their subsequent generations of products after using Samsung Foundry.

Samsung's foundry customers reportedly flock to TSMC — three firms move to Taiwanese chipmaker in latest exodus : Read more

 

[DS426]

Fab diversification is indeed a good strategy for reducing supply chain risk, with the caveat that any Taiwan-based TSMC fabs are under threat from China as much as they've ever been, and even TSMC itself then as it would surely fall under CCP authority should the island successfully switch hands.

So... opportunities knocking on IFS' doors??

 

[thestryker]

While the problems Samsung has been having are obviously very bad for them it's also very bad for the wider market. Losing some customers on older nodes is probably just market forces and source diversification at work. Not being able to deliver their leading edge nodes, even for their own products, is the really bad part for the market (it's looking like the Exynos 2500 may be delayed/low volume, but the W1000 appears to be as expected).

I do think this highlights the benefits TSMC has reaped by being more cautious in node advancement. They had a bit of a stumble with the first iteration of N3, but were able to resolve it very quickly.

On the Intel side the compounding nightmare of 14nm and then 10nm almost certainly influenced their decision to develop BSPDN on a separate node from the one GAAFET was being developed on.

I'm hopeful that Samsung is able to push through and resolve the problems as we need all the advanced node fabs we can get. There are only 3 doing sub 14nm and only 2 of those have long standing third party experience. I think it would be extremely bad for everyone going forward to lose any of them.

 

[Notton]

I'll start to worry when ASIC/bitcoin fabless chip companies dump Samsung.
But this also confirms my suspicion on Samsung <8nm nodes.
Why does no one, including Samsung themselves, use their 5nm and 3nm nodes?
Rhetorical question.

 

[phead128]

Fab diversification is indeed a good strategy for reducing supply chain risk, with the caveat that any Taiwan-based TSMC fabs are under threat from China as much as they've ever been, and even TSMC itself then as it would surely fall under CCP authority should the island successfully switch hands.

So... opportunities knocking on IFS' doors??

Intel Foundry's response: Intel Signals Arrow Lake Desktop CPUs Will Be Built Mainly Using TSMC

Intel Foundry increasing outsourcing to TSMC.... which it claims is under threat by China. You can't make this up..... this just proves how gullible the US gov't and politicians are.