【三星挑战台积电，有望夺得Meta AI芯片代工订单】据科创板日报报道，全球半导体行业的竞争日趋激烈，三星电子正积极拓展其晶圆代工业务，试图从行业领导者台积电手中夺取市场份额。有未公开的消息透露，三星已成功吸引Meta（前Facebook）的注意，可能拿下Meta下一代人工智能（AI）芯片的代工订单，该芯片将采用先进的2纳米制程技术生产。
这标志着三星晶圆代工事业的重大进展，Meta目前的两款AI芯片由台积电负责制造。业界人士分析，尽管三星在技术上取得突破，但其晶圆代工事业的最大挑战依然在于良率问题。过去，由于良率不达标，苹果、高通和谷歌等大客户已相继转向台积电。因此，三星能否顺利与Meta合作，关键将取决于其能否解决并提高2纳米制程的良率问题。
如果三星能够稳定提高良率并满足Meta的生产需求，这不仅将巩固其在先进制程技术上的地位，也将对全球半导体格局产生深远影响。然而，对于三星来说，要撼动台积电在晶圆代工领域的领导地位，这一步仅仅是漫长旅程的开端。双方的动态将持续受到业界的密切关注。
英语如下：
News Title: “Samsung Targets TSMC Clients, Eyes Meta’s AI Chip 2nm Foundry Deal”
Keywords: Samsung, TSMC, Meta AI
News Content: **Samsung Takes on TSMC, Eyes Meta’s AI Chip Manufacturing Contract**
According to The科创板Daily, the global semiconductor industry’s competition is heating up, with Samsung Electronics actively expanding its foundry business in an attempt to snatch market share from industry leader TSMC. Anonymous sources reveal that Samsung has successfully caught the attention of Meta (formerly Facebook) and is poised to secure the contract for manufacturing Meta’s next-generation artificial intelligence (AI) chips, which will be produced using cutting-edge 2 nanometer technology.
This marks a significant milestone for Samsung’s foundry operations, as Meta’s current AI chips are currently manufactured by TSMC. Industry analysts note that while Samsung has made technological strides, the key challenge for its foundry business remains yield rates. In the past, clients like Apple, Qualcomm, and Google have shifted to TSMC due to unmet yield standards at Samsung. Hence, the success of Samsung’s collaboration with Meta will largely depend on its ability to address and improve the yield rates for the 2 nanometer process.
If Samsung can consistently enhance yield rates and meet Meta’s production demands, it will not only solidify its position in advanced process technology but also have a profound impact on the global semiconductor landscape. However, for Samsung, challenging TSMC’s dominance in the foundry sector is just the beginning of a long journey. The dynamics between the two companies will continue to be closely watched by the industry.
【来源】https://www.chinastarmarket.cn/detail/1614065
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