Samsung’s large investments in its foundry enterprise appear to be lastly paying off. The corporate’s contract chipmaking unit is gaining market share and rising income, in keeping with knowledge from TrendForce. Moreover, the corporate is on observe to start out mass manufacturing of chips on its 4 nanometer-class course of expertise within the U.S. by the top of 2024, forward of TSMC’s Fab 21 in Arizona.
Samsung Foundry is optimistic about its place within the semiconductor market and is gearing as much as problem TSMC extra aggressively than earlier than, mentioned Kyung Kye-hyun, co-CEO of Samsung, at a particular lecture at Seoul Nationwide College, stories the Korea Herald. The corporate’s upcoming fab close to Taylor, Texas, would be the firm’s first modern manufacturing facility within the U.S. in years and Samsung pins lots of hopes on it as it’s going to allow it to handle quite a few purchasers within the U.S. and problem each Intel Foundry Companies and TSMC.
If all the pieces goes as deliberate, Samsung’s new fab able to producing chips on the corporate’s 4nm-class course of applied sciences (SF4E, SF4, SF4P, SF4X, and SF4A) will begin excessive quantity manufacturing by the top of 2024. Whereas this can hardly have a direct impact on the foundry market, Samsung will be capable of say that it has overwhelmed TSMC with the U.S. 4-nm push.
Samsung Foundry will nonetheless be behind Intel Foundry Companies, which is about to provoke making of chips on its 20A (2nm-class) node in 2024 and 18A (1.8nm-class) node in 2024 – 2025, however it’s going to nonetheless be forward of its largest rival.
Samsung Foundry’s market share in the marketplace of contract chipmaking surged to 11.7% in Q2 2023, up from 9.9% in Q1, whereas income reached $3.234 billion, up from $2.757 billion in Q1. Whereas TSMC maintained its dominant place, its market share declined to 56.4% on $15.656 billion income, in keeping with knowledge from TrendForce.