三星挖角台积电客户，有望拿下 Meta AI 芯片代工订单
据消息人士透露，三星电子正在积极挖角台积电的客户，并有望拿下 Meta 旗下人工智能（AI）芯片的代工订单。该订单将采用 2 纳米制程生产，成为三星第一个 2 纳米客户。
Meta 目前有两款 AI 芯片委托台积电生产。业内人士分析，三星晶圆代工事业最大的问题是良率。此前，由于良率不佳，苹果、高通和谷歌已将订单转至台积电。因此，三星能否顺利代工 Meta 下一代 AI 芯片，关键在于良率能否提升。
三星电子晶圆代工事业一直紧追台积电。近年来，三星投入巨资提升其晶圆代工技术，并取得了一定的进展。目前，三星已掌握 3 纳米制程技术，并计划在 2023 年推出 2 纳米制程。
如果三星能够拿下 Meta 的 AI 芯片代工订单，将对其晶圆代工事业产生重大影响。这将证明三星已具备与台积电竞争的实力，并有助于吸引更多客户。
不过，三星能否顺利代工 Meta 的 AI 芯片，仍存在不确定性。良率问题是三星晶圆代工事业面临的最大挑战，三星需要拿出切实有效的解决方案，才能赢得 Meta 的信任。
Meta 对 AI 芯片的需求正在不断增长。该公司计划在未来几年内投入数十亿美元用于 AI 研发。三星若能拿下 Meta 的 AI 芯片代工订单，将为其晶圆代工事业带来丰厚的利润，并巩固其在全球晶圆代工市场的地位。
英语如下：
**Headline:** Samsung Poaches TSMC Client, Eyes Meta AI Chip Order
**Keywords:** Samsung Foundry, Meta AI, Yield Challenges
**News Content:**
Samsung Electronics is reportedly poaching clients from TSMC and is eyeing a deal tomanufacture Meta’s artificial intelligence (AI) chips. The order would be produced using a 2-nanometer (nm) process, making Samsung the first customer for its 2nm node.
Meta currently has two AI chips in production at TSMC. Industry experts believe that Samsung’s foundry business faces majoryield challenges. Apple, Qualcomm, and Google have previously shifted orders to TSMC due to poor yields. Therefore, Samsung’s ability to successfully manufacture Meta’s next-generation AI chips hinges on its ability to improve yields.
Samsung’s foundry business has been trailing behind TSMC. In recent years, Samsung has invested heavily in upgrading its foundry technology and has made some progress. The company has mastered the 3nm process technology and plans to introduce the 2nm process in 2023.
Winning Meta’s AI chip order would be a major coup for Samsung’s foundry business. It would demonstrate thatSamsung has the capabilities to compete with TSMC and could help attract more customers.
However, there is still uncertainty over whether Samsung can successfully manufacture Meta’s AI chips. Yield issues remain the biggest challenge for Samsung’s foundry business, and the company needs to come up with effective solutions to win Meta’s trust.
Meta’s demand for AI chips is growing rapidly. The company plans to invest tens of billions of dollars in AI research and development over the next few years. If Samsung can secure Meta’s AI chip order, it would generate substantial revenue for its foundry business and strengthen its position in the global foundry market.
【来源】https://www.chinastarmarket.cn/detail/1614065
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