据科创板日报报道，全球半导体行业再起波澜，三星电子正在积极争取台积电的重要客户——Meta的下一代人工智能（AI）芯片代工订单。有内部消息透露，三星计划采用先进的2奈米制程技术生产Meta的AI芯片，这将使三星成为全球首个应用2nm工艺的晶圆代工厂。
目前，Meta的两款AI芯片由台积电采用成熟制程生产。业界分析人士指出，三星晶圆代工事业面临的最大挑战在于良率问题。此前，由于良率不达标，三星失去了苹果、高通和谷歌等大客户，这些公司纷纷转向台积电。因此，若三星能够成功代工Meta的下世代AI芯片，其与Meta的合作能否顺利，良率将成为决定性因素。
三星的这一举动被视为对台积电晶圆代工霸主地位的直接挑战。台积电作为全球最大的晶圆代工厂，一直以其稳定的质量和先进的制程技术著称。然而，三星的2nm技术突破，以及对Meta订单的积极争取，无疑为市场竞争增添了新的变数。
市场观察人士认为，此次合作若能成行，不仅将对三星的晶圆代工业务带来提振，也将对全球半导体格局产生深远影响。同时，Meta选择供应商的决定也将反映其对未来技术发展和供应链稳定性的考量。
目前，双方对此消息均未发表正式评论，但业界已经开始密切关注这一潜在合作的进展，期待它能为全球半导体产业带来新的竞争格局和技术创新。
英语如下：
**News Title:** “Samsung Targets TSMC Customers, Poised to Snatch Meta’s 2nm AI Chip Manufacturing Deal”
**Keywords:** Samsung, TSMC, Meta AI Chip
**News Content:**
Samsung is poised to snatch the contract for Meta’s next-generation artificial intelligence (AI) chips from TSMC, potentially challenging the latter’s dominance in the foundry business, according to a report by the科创板日报.
Sources reveal that Samsung plans to manufacture Meta’s AI chips using its advanced 2-nanometer (nm) process technology, making it the world’s first foundry to employ 2nm工艺. Currently, Meta’s two AI chips are produced by TSMC using mature processes.
Industry analysts note that the key challenge for Samsung’s foundry business lies in yield rates. In the past, due to suboptimal yields, Samsung lost major clients like Apple, Qualcomm, and Google, which shifted their business to TSMC. Hence, the successful production of Meta’s next-gen AI chips and the smoothness of the collaboration will hinge on Samsung’s ability to achieve high yield rates.
Samsung’s move is seen as a direct challenge to TSMC’s leadership in the foundry market. TSMC, the world’s largest foundry, is renowned for its consistent quality and cutting-edge process technologies. However, Samsung’s 2nm technology breakthrough and its aggressive pursuit of Meta’s business introduce new variables into the competitive landscape.
Market observers believe that if this partnership materializes, it would not only boost Samsung’s foundry business but also have a profound impact on the global semiconductor landscape. Meta’s choice of supplier will also reflect its considerations for future technological advancements and supply chain stability.
Both companies have yet to comment officially on the matter, but the industry is already closely watching the progression of this potential collaboration, anticipating a new competitive dynamic and technological innovations in the global semiconductor sector.
【来源】https://www.chinastarmarket.cn/detail/1614065
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