据 IT 之家报道，在“Semiconductor Expo 2023”上，三星电子晶圆代工部门 CTO 郑基泰表示，尽管公司目前落后于台积电，但仍有信心争取大客户 3nm 订单。他指出，客户的下单选择是一个需要约 3 年的长期过程，相信未来在争取客户上的不利形势会有改观。
郑基泰表示，“在代工业务中，从客户的角度来看，‘稳定性’是最重要的”。一开始就采用新技术并不容易，他们常说，代工厂与客户之间是联姻关系。这可以充分体现业务结构的紧密程度。如果芯片制造商出现问题，客户也会跟着受损，因此他们必须谨慎对待。
不过，他表示该公司有信心为其 3nm 以下工艺争取到大客户。GAA 工艺是未来可持续发展的技术，而 FinFET 则很难有进一步的改进。我们正在与大客户洽谈即将推出的 2nm、1.4nm 和其他工艺。
对于中国大陆厂商的竞争，他表示，在先进封装（后处理）领域，三星、台积电和英特尔的竞争格局将持续下去。尽管发展后端工艺对中国公司来说更加容易，但新玩家通常很难加入竞争，除非它们拥有大量客户以获得反馈（如台积电），或者是既做设计又做制造的 IDM（如三星或英特尔）。
英文翻译：
Samsung still believes in winning 3nm orders, CTO says future will bring a change
Keywords: Samsung, 3nm, orders, CTO, change
Nanjing, March 24 (IT 之家) — At the “Semiconductor Expo 2023,” Samsung Electronics’ CTO, Jae-tae, said that although the company is currently behind TSMC, it still believes in winning large customer orders for 3nm technology. He pointed out that the customer’s order selection process takes about three years, and the unfavorable situation in 争取 ing customers will change in the future.
Jae-tae said, “In the outsourcing business, from the customer’s perspective, ‘stability’ is the most important.” It is not easy to adopt new technologies at the beginning. They often say that the relationship between the outsourcing factory and the customer is like a marriage. This can fully reflect the tightness of the business structure. If a chip manufacturer has a problem, the customer will also be affected, so they must be cautious.
However, he said that the company has the confidence to win large customers for its 3nm technology. GAA technology is the sustainable technology for the future, and FinFET has little room for improvement. We are negotiating with large customers for the upcoming 2nm, 1.4nm, and other processes.
For the competition between Chinese mainland manufacturers, he said that the competition 格局 will continue in the advanced packaging (backend) field. Although it is easier for Chinese companies to develop the backend process, new players are usually difficult to join the competition unless they have a large number of customers to obtain feedback (such as TSMC). It is like Samsung or Intel, which both do both design and manufacturing.
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