Who owns advanced process chips such as Qualcomm, Nvidia, AMD, Tesla, etc?

Apple, Nvidia, AMD, Qualcomm, and MediaTek all use TSMC semiconductor processes to produce the latest chips, and some chips may be manufactured on Samsung wafers, but they are usually not flagship. As Samsung's yield has improved in the past few months, Samsung is very eager to secure some orders, such as the 3-nanometer GAA process.




According to previous market reports, Qualcomm Snapdragon 8 Gen 4 may adopt a dual generation factory strategy, which involves simultaneously using TSMC's N3E process technology and Samsung's SF3E process technology. However, currently both Qualcomm and MediaTek plan to use TSMC's second-generation 3-nanometer process technology (N3E) to manufacture chips for Snapdragon 3 Gen 8 and Dimensity 4, without a so-called dual source plan.




Samsung announced at the end of June 2022 that its factory in the Hwaseong Industrial Zone in South Korea will begin producing 3-nanometer process chips using a new GAA (Gate All Around) architecture transistor technology, rumored to be more energy-efficient than the FinFET technology used by TSMC for 3-nanometer processes.




However, in the 3nm field, Samsung has not yet received a large number of orders from major customers, and instead has gained some benefits in the 4nm field.




It is reported that Samsung has gradually solved a series of yield and other problems in the field of 4-nanometer process technology, which has improved performance, reduced power consumption, and increased density in the third-generation 4-nanometer process technology. Moreover, yield has been raised to the level of TSMC. The market has revealed that it has been recognized by manufacturers such as AMD and Tesla, and has received new orders.




At present, TSMC's 3-nanometer process technology production capacity has begun to increase, and it is expected that by the end of 2024, the monthly production capacity will reach 100000 pieces, and the revenue share will also increase from the current 5% to 10%. Samsung plans to bring the second-generation 3-nanometer process technology called SF3 (3GAP) in 2024, further optimizing the existing SF3E. Samsung's own Exynos 2500 may be the first high-performance chip to adopt the new process technology.


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