Article Samsung Foundry Vows to Surpass TSMC Within Five Years

[NTMBK]

Samsung Foundry Vows to Surpass TSMC Within Five Years

www.anandtech.com

Damn, that's a bold claim. From past record I have zero faith that they'll pull it off, but I'm always keen to see more innovation and competition.

 

[jpiniero]

Didn't Intel say the same thing?

 

[Panino Manino]

Can I say, delusional?
Sure, you can improve, work hard, you can do it.
But know your limits.

 

[igor_kavinski]

It's funny when the runner-ups give timeframes for their eventual success. Only works when the champion rests on his laurels.

 

[Saylick]

Didn't Intel say the same thing?

Deja vu?

 

[H433x0n]

Samsung is going to be hurting soon if they don’t. I can see IFS cannibalizing Samsung foundries.

They’ve somehow managed to squander all credibility in the industry. I remember articles a few months ago about how Samsung won the 3nm race against TSMC and yet in this article the CEO acknowledges they’re behind. So what is it? Who approves these ridiculous proclamations that come out of Samsung?

Edit: here’s the article: https://www.theverge.com/2022/6/30/23189362/samsung-3nm-chips

Here’s another good one:

Samsung 3nm process yield is 'perfect'

Samsung has achieved a sharp increase in production yield on its 3nm manufacturing process, according to the Korea Economic Daily.

www.eenewseurope.com

Their PR department knows the media is clueless so they’ll just say wild things and the press will report on it like its fact. According to the media Samsung is producing N3 equivalent wafers with GAA! The best yields! Big league wafers!

 

[coercitiv]

This just in: TSMC vows to surpass TSMC within 5 years. Checkmate!

 

[gdansk]

Remember in 2013 it was hard to see how TSMC would surpass Intel in 5 years. But so things go.
TSMC doesn't have to fumble nearly as hard as Intel did to be surpassed for a specific, short time period. If Samsung launches before TSMC's GAAFET and backside power delivery are available they could achieve this goal briefly. But it doesn't mean they'll attract as many customers if it is a pain to use.

 

[soresu]

Samsung won the 3nm race against TSMC and yet in this article the CEO acknowledges they’re behind

I always assumed that Nanosheet FET or not, TSMC still had a significantly superior logic/metak pitch where it counts on their N3 node, so it does track that Samsung are still behind TSMC regardless of .

Changing device has typically been a tougher R&D nut to crack than a node shrink, so it isn't impossible that they could manage a shrink over 3GA* to pass TSMC in the short term before they get their own Nanosheet nodes rolling in volume.

 

[A///]

crystal meth is the top drug used in south korea. it explains every thing.

 

[eek2121]

I am not saying it will happen, but there is always the possibility. They are similar to Intel in that fabs are only 1 business segment. They make all kinds of stuff so they can bleed a lot of money while working on getting things right.

I suspect the loss of NVIDIA was a huge wake up call for them.

 

[A///]

anything can happen of course but their track record these last several years doesn't speak kindly for their current predicament and vast dreams of being on top once more. much like tsmc they're backed by their governments.

 

[Mopetar]

crystal meth is the top drug used in south korea. it explains every thing.

I don't know about everything, but it definitely explains the insane APM some of those Korean Starcraft players had.

 

[Abwx]

Japan plan to get back in the race starting at 2nm using IBM IP :

IBM and Rapidus Form Strategic Partnership to Build Advanced Semiconductor Technology and Ecosystem in Japan

IBM and Rapidus announced a joint development partnership to advance logic scaling technology as part of Japan's initiatives to become a global leader in semiconductor research, development, and manufacturing.

newsroom.ibm.com

.

 

[aigomorla]

I really hope so, because TSMC is getting out of hand...

TSMC to Charge up to 30% More for Chips Made in the U.S.

TSMC is ready to produce chips in the U.S., but are its American customers willing to pay extra?

www.tomshardware.com

im sure if they don't have the vol. then they wont charge the 30% just because its made the US.

 

[Ajay]

I really hope so, because TSMC is getting out of hand...

TSMC to Charge up to 30% More for Chips Made in the U.S.

TSMC is ready to produce chips in the U.S., but are its American customers willing to pay extra?

www.tomshardware.com

im sure if they don't have the vol. then they wont charge the 30% just because its made the US.

Maybe if TSMC was building a mega-FABs in the US instead of smaller ones, then the prices wouldn’t be 30%. Just a thought.

 

[Saylick]

crystal meth is the top drug used in south korea. it explains every thing.

I don't know about everything, but it definitely explains the insane APM some of those Korean Starcraft players had.

Maybe they should hire Flash, former StarCraft pro, as a fab technician... *Rubs chin*

 

[aigomorla]

Maybe if TSMC was building a mega-FABs in the US instead of smaller ones, then the prices wouldn’t be 30%. Just a thought.

Nah honestly i don't like TSMC's attitude at us at all.
I wouldn't support them if i had a chance.

Especially after there CEO called our engineers "Babies"

TSMC's U.S. Engineers Are "Babies" Say Taiwanese After The Former Leave For America

After TSMC's engineers left Taiwan for America, commentators called them babies for not adjusting to the tough working environment.

wccftech.com

They know the US needs them, hence why they just taking a knee and building a small FAB incase China decides to go postal.

But seriously, im waiting for the anti monopoly lawsuits to follow in EU, as they anti monopoly lawsuit everything they can.

 

[Doug S]

TSMC can charge 30% more for chips made in the US regardless of what their actual cost is because some buyers will pay extra for that and some (especially defense contractors) can only use domestically manufactured chips.

 

[H433x0n]

Nah honestly i don't like TSMC's attitude at us at all.
I wouldn't support them if i had a chance.

Especially after there CEO called our engineers "Babies"

TSMC's U.S. Engineers Are "Babies" Say Taiwanese After The Former Leave For America

After TSMC's engineers left Taiwan for America, commentators called them babies for not adjusting to the tough working environment.

wccftech.com

They know the US needs them, hence why they just taking a knee and building a small FAB incase China decides to go postal.

But seriously, im waiting for the anti monopoly lawsuits to follow in EU, as they anti monopoly lawsuit everything they can.

I don’t think Morris Chang overstates the ‘doomed to fail’ statement when he talks about TSMC’s US fab. It’s not going to work out how people think. I don’t see it even being that strategically relevant past 2025 either.

 

[Ajay]

TSMC can charge 30% more for chips made in the US regardless of what their actual cost is because some buyers will pay extra for that and some (especially defense contractors) can only use domestically manufactured chips.

Good point.

Chang, now that they have a clear lead, acts like he created TSMC out of the thin air despite numerous government inputs to help TSMC succeed (not quite to the level of Samsung, or the earlier days at Intel).

I am getting a bit peeved now that I’ve seen the pittance that Taiwan puts into defense, relying on the US promise to help them militarily , even though we don’t have a formal alliance.

Probably not a good idea to cheese us off given the hard right turn Zi has made towards Authoritarianism, Marxist/Leninism and imperialism.

I don’t think Morris Chang overstates the ‘doomed to fail’ statement when he talks about TSMC’s US fab. It’s not going to work out how people think. I don’t see it even being that strategically relevant past 2025 either.

It fails if he wants it too. He probably acquiesced, in part, to political pressure and isn’t really happy with having to do so.

Nah honestly i don't like TSMC's attitude at us at all.
I wouldn't support them if i had a chance.

Especially after there CEO called our engineers "Babies"

TSMC's U.S. Engineers Are "Babies" Say Taiwanese After The Former Leave For America

After TSMC's engineers left Taiwan for America, commentators called them babies for not adjusting to the tough working environment.

wccftech.com

They know the US needs them, hence why they just taking a knee and building a small FAB incase China decides to go postal.

But seriously, im waiting for the anti monopoly lawsuits to follow in EU, as they anti monopoly lawsuit everything they can.

That was social media banter by locals - not Chang. Of course American engineers expect allot - look at where they are from. WRT to their work ethic IDontCare was a Process engineer at Ti - and the hours were pretty brutal for everyone in his group. He built a profitable side hustle in currency trading to the point were he could finally leave that rat race. If US engineers are underperforming in Taiwan, then management needs to give them a kick in the ass. If they wuss out and leave, that’s their choice. Guess they really weren’t there to succeed, or found it difficult to do so when they were the outsiders.