【三星瞄准台积电客户，或成Meta AI芯片新代工伙伴】
据科创板日报报道，全球科技巨头三星正积极拓展其晶圆代工业务，意图从台积电手中夺取市场份额。近期有消息透露，三星有望夺得Meta（原Facebook）的下一代人工智能（AI）芯片代工订单，计划采用先进的2纳米制程技术进行生产，这也将使Meta成为三星2纳米工艺的首位客户。
目前，Meta的两款AI芯片由业界领先的台积电负责代工。然而，三星的晶圆代工事业面临着一个关键挑战——良率问题。此前，由于良率不达标，苹果、高通和谷歌等重要客户已相继转向台积电。因此，三星与Meta的合作是否能够顺利推进，良率将是决定性因素。
业内人士分析，若三星能有效提升2纳米制程的良率，这不仅将巩固其在晶圆代工市场的地位，也将对台积电的主导地位构成威胁。然而，如果良率问题无法得到解决，可能会影响三星吸引和保留关键客户的能力，进而影响其在全球半导体市场的竞争力。
对于三星而言，成功拿下Meta的订单将是一次重要的战略胜利，同时也将对台积电造成一定的市场压力。双方的竞争将加剧全球半导体行业的技术竞赛，推动技术进步和创新。然而，对于Meta来说，选择三星作为新的代工伙伴，也将是一次对三星工艺成熟度和技术实力的考验。
英语如下：
**News Title:** “Samsung Targets TSMC Customers, Poised to Snatch Meta’s AI Chip 2nm Foundry Deal”
**Keywords:** Samsung, TSMC, Meta AI
**News Content:**
**Samsung Sets Sights on TSMC Clients, Potential New Manufacturing Partner for Meta’s AI Chips**
According to the科创板 Daily, global tech giant Samsung is actively expanding its foundry business, seeking to snatch market share from TSMC. Recent reports suggest that Samsung is poised to secure the manufacturing contract for Meta’s (formerly Facebook) next-generation artificial intelligence (AI) chips, planning to produce them using cutting-edge 2nm process technology. This would make Meta the first customer for Samsung’s 2nm工艺.
Currently, Meta’s two AI chips are manufactured by industry leader TSMC. However, Samsung’s foundry business faces a critical challenge: yield rates. Previously, key clients like Apple, Qualcomm, and Google have shifted to TSMC due to subpar yield rates from Samsung. Thus, the success of the Samsung-Meta collaboration will largely depend on the resolution of these yield issues.
Industry analysts speculate that if Samsung can significantly improve the yield of its 2nm process, it will not only solidify its position in the foundry market but also challenge TSMC’s dominant status. Conversely, failure to address the yield problem might affect Samsung’s ability to attract and retain key clients, undermining its competitiveness in the global semiconductor market.
For Samsung, securing Meta’s order would be a strategic triumph and exert pressure on TSMC in the market. The intensifying competition between the two companies will escalate the technological race in the global semiconductor industry, driving advancements and innovation. Nevertheless, for Meta, opting for Samsung as a new manufacturing partner will also be a test of Samsung’s process maturity and technological prowess.
【来源】https://www.chinastarmarket.cn/detail/1614065
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