Industry insiders: TSMC obtains 3nm order commitment from several chip suppliers
Time:2022-08-21
Views:1835
The source said that Samsung is trying to expand its 3nm customer portfolio, but has not made significant progress. For TSMC‘s 3nm customers, transferring orders from TSMC may bring high costs.
TSMC‘s 3nm process will still adopt the structure of FinFET transistors, while Samsung‘s 3nm node will adopt GAA transistor architecture. Samsung even took the lead in turning the 3nm process technology to mass production.
However, the source pointed out that AMD, apple, Broadcom, Intel, MediaTek, NVIDIA and Qualcomm have all placed orders for 3nm chips with TSMC. However, Samsung‘s 3nm GAA process has not yet attracted orders from major chip suppliers.
According to the source, Qualcomm is considered as the most likely customer of Samsung‘s 3nm GAA process in view of the supplier diversification strategy of fabless suppliers and other considerations for its business with Samsung‘s mobile division.
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