据最新业内消息，全球半导体巨头三星正积极拓展其晶圆代工业务，有望从台积电手中夺取Meta的下一代人工智能（AI）芯片代工订单。据透露，这款AI芯片将采用先进的2纳米制程技术生产，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芯片由台积电负责生产。然而，随着三星的积极攻势，这一格局可能发生变化。业内人士指出，三星晶圆代工在技术上的主要挑战在于良率问题。此前，由于良率不足，苹果、高通和谷歌等重要客户已转向台积电，使得三星在竞争中处于下风。
如果三星成功获得Meta的订单，其与Meta的合作能否顺利推进，良率将是决定性因素。此次合作对于三星而言，不仅是技术实力的证明，也是提升其在全球晶圆代工市场地位的关键一步。而对于Meta来说，选择三星可能意味着在制程技术上寻求更多元化的供应链策略，以确保技术的领先性和供应的稳定性。
随着全球半导体市场的竞争加剧，三星与台积电之间的争夺战将更加激烈，而Meta的决策无疑将对整个行业的格局产生深远影响。我们将持续关注这一动态，为您带来最新的报道。
英语如下：
News Title: “Samsung Takes on TSMC! Poised to Snag Meta’s AI Chip 2nm Foundry Deal”
Keywords: Samsung recruiting, Meta AI, 2nm process
News Content:
Title: Samsung Targets TSMC’s Client Base, Eyes Meta’s AI Chip 2nm Manufacturing Contract
Sources reveal that semiconductor giant Samsung is vigorously expanding its foundry services, potentially stealing Meta’s next-generation artificial intelligence (AI) chip manufacturing contract from TSMC. This cutting-edge AI chip is set to be fabricated using advanced 2 nanometer technology, making Meta the first customer for Samsung’s 2nm process.
Currently, Meta’s two AI chips are produced by TSMC. However, Samsung’s aggressive push might alter the landscape. Industry insiders note that Samsung’s foundry faces challenges in yield rates. Previously, due to insufficient yields, key clients like Apple, Qualcomm, and Google shifted to TSMC, putting Samsung at a competitive disadvantage.
Should Samsung secure the Meta contract, successful execution and yield rates will be crucial. This partnership would not only validate Samsung’s technological prowess but also significantly boost its standing in the global foundry market. For Meta, choosing Samsung might signify a more diversified supply chain strategy for process technology, ensuring both technological leadership and supply stability.
As the global semiconductor market intensifies, the rivalry between Samsung and TSMC is set to escalate. Meta’s decision will undoubtedly have a profound impact on the industry landscape. We will keep monitoring this development and bring you the latest updates.
【来源】https://www.chinastarmarket.cn/detail/1614065
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