近日,有消息称三星电子正在积极争夺台积电的客户,特别是有望拿下社交媒体巨头Meta的下一代人工智能(AI)芯片代工订单。根据科创板日报的报道,三星计划采用2纳米制程技术生产这款芯片,这将使三星成为第一个采用2纳米技术的客户。Meta目前正在使用的两款AI芯片是由台积电代工的,但业界人士指出,三星晶圆代工业务的最大挑战在于良率问题。此前,由于良率不佳,苹果公司、高通公司和谷歌公司等客户已经转向台积电下单。因此,如果三星成功代工Meta的下一代AI芯片,双方合作能否顺利进行,关键将取决于三星的良率表现。
英文标题:Samsung Eyes Meta’s AI Chip Contract, Aiming to Compete with TSMC in 2nm Process Technology
英文关键词:Samsung, TSMC, Meta, AI Chip, 2nm Process, Yield Rate
英文新闻内容:
Recent reports suggest that Samsung Electronics is actively vying for customers from Taiwan Semiconductor Manufacturing Company (TSMC), particularly eyeing the contract for Meta’s next-generation AI chips. According to a report from the Science and Technology Innovation Board Daily, Samsung plans to manufacture the chip using 2-nanometer process technology, which would make it the first customer to adopt 2nm technology. Meta is currently relying on TSMC to produce two of its AI chips, but industry insiders point out that the biggest challenge for Samsung’s foundry business is yield rate. Previously, due to poor yield rates, companies such as Apple, Qualcomm, and Google have shifted their orders to TSMC. Therefore, whether Samsung’s collaboration with Meta for its next-generation AI chip can proceed smoothly hinges on Samsung’s ability to improve its yield rate.
【来源】https://www.chinastarmarket.cn/detail/1614065
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