据科创板日报报道，全球半导体产业的竞争愈发激烈，三星电子正积极争取台积电的客户，其中最引人注目的动向是，三星可能拿下Meta（原Facebook）的下一代人工智能（AI）芯片代工订单。据悉，该芯片将采用先进的2奈米制程技术生产，这也将使Meta成为三星2奈米工艺的首位客户。
目前，Meta的两款AI芯片由台积电负责代工。然而，行业内部人士指出，三星晶圆代工部门的主要挑战在于良率问题。过去，由于良率不理想，苹果、高通和谷歌等重要客户已纷纷转向台积电。因此，三星能否成功与Meta合作并顺利生产其AI芯片，良率将是决定性的因素。
如果三星能够解决良率问题，与Meta的合作不仅将为其晶圆代工事业注入新的活力，也将对台积电的市场地位构成挑战。这场全球半导体巨头间的竞争，无疑将对整个行业产生深远影响。三星的2奈米技术能否在实战中证明其竞争力，我们将拭目以待。
英语如下：
News Title: “Samsung Targets TSMC Clients, Poised to Win Meta’s 2nm AI Chip Manufacturing Deal”
Keywords: Samsung, TSMC, Meta AI
News Content:
Samsung is intensifying its efforts to poach clients from TSMC, with the South Korean tech giant potentially securing a significant contract to manufacture Meta’s (formerly Facebook) next-generation artificial intelligence (AI) chips, according to The科创板Daily. The chips are reported to be produced using cutting-edge 2-nanometer (nm) fabrication technology, which would make Meta the first customer for Samsung’s 2nm process.
Currently, Meta’s two AI chips are fabricated by TSMC. However, industry insiders note that the main challenge for Samsung’s foundry division lies in yield rates. In the past, due to suboptimal yields, key clients like Apple, Qualcomm, and Google have shifted their business to TSMC. Hence, the success of Samsung’s collaboration with Meta and the smooth production of its AI chips will largely depend on improving yield rates.
Should Samsung overcome the yield rate issue, the partnership with Meta would not only inject fresh momentum into its foundry business but also pose a significant challenge to TSMC’s market position. The rivalry between these global semiconductor giants is expected to have far-reaching implications for the entire industry. We await the demonstration of Samsung’s 2nm technology’s competitiveness in actual production.
【来源】https://www.chinastarmarket.cn/detail/1614065
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