随着三星晶圆代工事业不断发展，有消息称该公司正积极从台积电手中挖走客户，并有望获得Meta的下世代自研AI芯片代工订单。据报道，这批芯片将采用先进的2nm制程技术，如果成功拿下，三星将成为Meta第一个采用2nm制程的代工厂商。目前，Meta的两款AI芯片均由台积电负责生产。然而，业界分析人士指出，三星晶圆代工事业面临的最大挑战是良率问题。之前，由于良率不佳，苹果、高通和谷歌等客户已经转向台积电下单。因此，三星能否顺利与Meta合作，关键还在于其能否解决良率问题。
英文标题：Samsung Eyes Meta’s AI Chip Orders, Targeting 2nm Process
英文关键词：Samsung Foundry, AI Chips, 2nm Process
英文新闻 content:
Samsung’s foundry business is reportedly making strides in its pursuit of customers from TSMC, with the company aiming to secure Meta’s next-generation AI chip manufacturing contract. The chips in question are expected to be produced using advanced 2nm process technology, which would make Samsung the first 2nm foundry partner for Meta. Currently, Meta’s two AI chip designs are manufactured by TSMC. However, industry analysts point out that the biggest issue facing Samsung’s foundry business is yield rates. Previously, due to yield rate issues, customers such as Apple, Qualcomm, and Google have shifted their orders to TSMC. Whether Samsung can successfully collaborate with Meta will hinge on its ability to address yield rate challenges.
【来源】https://www.chinastarmarket.cn/detail/1614065
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